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 9-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 60 · EIN 04-2647786 | Sub-TA Fees | $92 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,362 | $56,640+87.8% | $80,975+31.4% | $57,658+84.5% |
| Participation rate | 93.7% | 75.9%+17.8pp | 75.8%+17.8pp | 70.2%+23.4pp |
| Annual return | 0.00% | 19.97%-20.0pp | 17.10%-17.1pp | 5.13%-5.1pp |
| Employer contribution / active EE | $951 | $2,085-54.4% | $3,714-74.4% | $1,974-51.8% |
| Participant deferral / active EE | $1,927 | $4,944-61.0% | $5,696-66.2% | $3,061-37.0% |
| Admin fee / account holder | $1 | $87-98.5% | $5,516-100.0% | $95-98.6% |