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 7-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) | $13,671 |
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 | $56,866 | $95,803-40.6% | $113,168-49.8% | $84,808-32.9% |
| Participation rate | 98.9% | 72.9%+26.1pp | 76.6%+22.4pp | 68.3%+30.6pp |
| Annual return | 25.31% | 25.00%+0.3pp | 24.27%+1.0pp | 40.90%-15.6pp |
| Employer contribution / active EE | $7,359 | $2,360+211.8% | $2,975+147.3% | $2,631+179.7% |
| Participant deferral / active EE | $14,759 | $4,242+247.9% | $5,107+189.0% | $4,212+250.4% |
| Admin fee / account holder | $86 | $8,989-99.0% | $12,068-99.3% | $7,344-98.8% |