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 7-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 | Advisory (Plan) | $45,580 |
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 | $90,429 | $109,881-17.7% | $150,045-39.7% | $84,808+6.6% |
| Participation rate | 86.5% | 76.1%+10.5pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 24.54% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $19,263 | $3,561+440.9% | $4,693+310.5% | $2,631+632.2% |
| Participant deferral / active EE | $42,470 | $6,636+540.0% | $7,997+431.1% | $4,212+908.4% |
| Admin fee / account holder | $215 | $8,568-97.5% | $13,435-98.4% | $7,344-97.1% |