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 84-2942542 | Advisory (Plan) | $17,905 |
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 | $210,955 | $84,487+149.7% | $125,339+68.3% | $66,914+215.3% |
| Participation rate | 88.9% | 76.4%+12.5pp | 82.4%+6.5pp | 69.8%+19.1pp |
| Annual return | -18.03% | -8.39%-9.6pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $7,025 | $3,553+97.7% | $4,814+45.9% | $2,544+176.1% |
| Participant deferral / active EE | $10,968 | $6,781+61.7% | $7,446+47.3% | $4,237+158.9% |
| Admin fee / account holder | $211 | $685-69.2% | $10,010-97.9% | $593-64.5% |