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 3-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 99 · EIN 47-1411118 | Other Fees | $30,681 |
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 | $34,038 | $54,517-37.6% | $75,972-55.2% | $74,495-54.3% |
| Participation rate | 82.3% | 60.3%+22.0pp | 69.1%+13.2pp | 67.2%+15.1pp |
| Annual return | 30.41% | 31.82%-1.4pp | 359.55%-329.1pp | 1364.94%-1334.5pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,992 | $3,066+95.5% | $4,255+40.8% | $4,346+37.9% |
| Admin fee / account holder | $273 | $2,229-87.7% | $6,467-95.8% | $1,942-85.9% |