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 4-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) | $8,764 |
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 | $43,979 | $132,049-66.7% | $200,582-78.1% | $74,304-40.8% |
| Participation rate | 94.3% | 84.1%+10.2pp | 86.9%+7.4pp | 60.3%+33.9pp |
| Annual return | 24.85% | 22.22%+2.6pp | 42.33%-17.5pp | 29.43%-4.6pp |
| Employer contribution / active EE | $4,135 | $4,558-9.3% | $6,419-35.6% | $2,241+84.5% |
| Participant deferral / active EE | $7,337 | $7,213+1.7% | $9,331-21.4% | $3,767+94.8% |
| Admin fee / account holder | $53 | $2,405-97.8% | $16,305-99.7% | $2,969-98.2% |