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 | $131,799-85.2% | $200,582-90.3% | $85,563-77.1% |
| Participation rate | 88.9% | 87.9%+1.0pp | 86.9%+2.0pp | 66.0%+22.9pp |
| Annual return | 33.21% | 21.59%+11.6pp | 42.33%-9.1pp | 31.51%+1.7pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,626 | $7,702-27.0% | $9,331-39.7% | $4,375+28.6% |
| Admin fee / account holder | $20 | $235-91.6% | $16,305-99.9% | $834-97.6% |