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 15 · EIN 35-0145825 | Recordkeeping | $128,079 |
Filed as: ONEDIGITAL INVESTMENT ADVISRS Service code 16 · EIN 43-1451524 | Consulting | $56,579 |
Filed as: ALERA GROUP INC Service code 16 · EIN 81-4473358 | Consulting | $29,677 |
PERKINS & CO1 year Service code 10 · EIN 93-0928294 | Accounting | $23,100 |
Employer contribution per participant 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 | $73,840 | $92,055-19.8% | $106,213-30.5% | $77,643-4.9% |
| Participation rate | 93.1% | 81.0%+12.1pp | 75.3%+17.9pp | 70.6%+22.6pp |
| Annual return | 14.65% | 17.91%-3.3pp | 116.14%-101.5pp | 31.24%-16.6pp |
| Employer contribution / active EE | $860 | $3,367-74.4% | $3,171-72.9% | $2,726-68.4% |
| Participant deferral / active EE | $3,656 | $5,386-32.1% | $5,016-27.1% | $4,647-21.3% |
| Admin fee / account holder | $65 | $219-70.3% | $11,033-99.4% | $430-84.9% |