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 5-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) | $12,913 |
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 | $39,605 | $42,886-7.7% | $88,946-55.5% | $85,563-53.7% |
| Participation rate | 92.3% | 37.9%+54.3pp | 68.8%+23.4pp | 66.0%+26.3pp |
| Annual return | 59.73% | 44.56%+15.2pp | 57.82%+1.9pp | 31.51%+28.2pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $11,433 | $2,108+442.4% | $4,581+149.6% | $4,375+161.3% |
| Admin fee / account holder | $28 | $2,263-98.8% | $8,261-99.7% | $834-96.6% |