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 26 · EIN 32-0781448 | Advisory (Participants) | $7,127 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,555 | $130,224-85.0% | $197,124-90.1% | $79,634-75.4% |
| Participation rate | 88.9% | 87.8%+1.1pp | 86.7%+2.2pp | 62.5%+26.4pp |
| Annual return | 33.21% | 23.65%+9.6pp | 44.34%-11.1pp | 36.46%-3.3pp |
| Employer contribution / active EE | $0 | $4,314-100.0% | $6,227-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $5,626 | $7,378-23.7% | $9,135-38.4% | $3,835+46.7% |
| Admin fee / account holder | $20 | $254-92.2% | $16,298-99.9% | $1,002-98.0% |