See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $95,885 |
CLYNE EAGAN & ASSOCIATES3 years Service code 10 · EIN 22-2706394 | Accounting | $56,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,948 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,825 | $53,199-6.3% | $155,567-68.0% | $199,768-75.1% |
| Participation rate | 92.7% | 64.1%+28.6pp | 78.2%+14.5pp | 72.0%+20.7pp |
| Annual return | 30.23% | 41.17%-10.9pp | 64.74%-34.5pp | 34.26%-4.0pp |
| Employer contribution / active EE | $2,372 | $1,852+28.1% | $4,674-49.3% | $3,037-21.9% |
| Participant deferral / active EE | $5,862 | $3,163+85.3% | $5,628+4.2% | $5,090+15.2% |
| Admin fee / account holder | $135 | $186-27.3% | $15,916-99.2% | $269-49.8% |