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 27 · EIN 36-4291971 | Advisory (Plan) | $27,063 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,096 |
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 | $131,784 | $76,670+71.9% | $96,683+36.3% | $71,457+84.4% |
| Participation rate | 95.2% | 66.6%+28.6pp | 74.3%+20.8pp | 67.9%+27.2pp |
| Annual return | 14.77% | 48.29%-33.5pp | 35.69%-20.9pp | 28.85%-14.1pp |
| Employer contribution / active EE | $5,915 | $3,031+95.1% | $3,737+58.3% | $2,588+128.6% |
| Participant deferral / active EE | $9,585 | $3,771+154.2% | $4,878+96.5% | $4,289+123.5% |
| Admin fee / account holder | $187 | $2,028-90.8% | $6,730-97.2% | $1,587-88.2% |