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 10-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 | $125 |
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 | $187,913 | $70,908+165.0% | $98,907+90.0% | $73,488+155.7% |
| Participation rate | 92.7% | 73.8%+18.9pp | 76.0%+16.7pp | 70.7%+22.0pp |
| Annual return | 26.87% | 34.17%-7.3pp | 196.43%-169.6pp | 28.51%-1.6pp |
| Employer contribution / active EE | $2,944 | $2,036+44.6% | $2,689+9.5% | $2,270+29.7% |
| Participant deferral / active EE | $7,455 | $3,500+113.0% | $4,244+75.7% | $3,740+99.4% |
| Admin fee / account holder | $10 | $535-98.2% | $6,642-99.9% | $513-98.1% |