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 71-0294708 | Advisory (Participants) | $23,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $48,860 | $58,926-17.1% | $97,226-49.7% | $74,495-34.4% |
| Participation rate | 38.9% | 63.5%-24.6pp | 72.7%-33.8pp | 67.2%-28.3pp |
| Annual return | 14.01% | 16.04%-2.0pp | 75.13%-61.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,729-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,064 | $3,664+65.5% | $4,264+42.2% | $4,346+39.5% |
| Admin fee / account holder | $170 | $1,974-91.4% | $5,654-97.0% | $1,942-91.2% |