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 99 · EIN 47-1411118 | Other Fees | $40,000 |
Service code 49 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Other Services | $8,745 |
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 | $53,119 | $73,360-27.6% | $177,989-70.2% | $74,495-28.7% |
| Participation rate | 72.4% | 66.6%+5.7pp | 77.1%-4.7pp | 67.2%+5.2pp |
| Annual return | 16.01% | 17.49%-1.5pp | 294.48%-278.5pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,047 | $2,216-52.8% | $3,949-73.5% | $2,623-60.1% |
| Participant deferral / active EE | $4,399 | $4,513-2.5% | $6,276-29.9% | $4,346+1.2% |
| Admin fee / account holder | $295 | $1,808-83.7% | $10,363-97.1% | $1,942-84.8% |