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 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,459 | $59,402+64.1% | $93,654+4.1% | $74,546+30.7% |
| Participation rate | 97.1% | 59.7%+37.5pp | 68.7%+28.4pp | 67.2%+29.9pp |
| Annual return | 9.95% | 81.86%-71.9pp | 133.34%-123.4pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $1,160 | $1,265-8.3% | $2,421-52.1% | $2,624-55.8% |
| Participant deferral / active EE | $8,446 | $3,049+177.0% | $4,413+91.4% | $4,347+94.3% |
| Admin fee / account holder | $226 | $3,023-92.5% | $8,282-97.3% | $1,944-88.4% |