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 60 · EIN 04-2647786 | Sub-TA Fees | $3,897 |
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 | $210,665 | $122,239+72.3% | $184,203+14.4% | $74,495+182.8% |
| Participation rate | 90.6% | 85.5%+5.1pp | 86.8%+3.8pp | 67.2%+23.4pp |
| Annual return | 18.73% | 19.95%-1.2pp | 28.81%-10.1pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $6,627 | $4,537+46.0% | $6,427+3.1% | $2,623+152.6% |
| Participant deferral / active EE | $12,519 | $7,139+75.4% | $9,131+37.1% | $4,346+188.1% |
| Admin fee / account holder | $10 | $1,260-99.2% | $13,901-99.9% | $1,942-99.5% |