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 43-1451524 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,141 |
Service code 17 · EIN 04-6568107 | Pension Consulting | $24,962 |
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 | $111,812 | $89,808+24.5% | $100,391+11.4% | $77,643+44.0% |
| Participation rate | 89.1% | 81.2%+7.9pp | 81.5%+7.6pp | 70.6%+18.5pp |
| Annual return | 10.06% | 20.62%-10.6pp | 49.20%-39.1pp | 31.24%-21.2pp |
| Employer contribution / active EE | $3,594 | $3,039+18.3% | $3,942-8.8% | $2,726+31.8% |
| Participant deferral / active EE | $8,008 | $8,284-3.3% | $8,082-0.9% | $4,647+72.3% |
| Admin fee / account holder | $145 | $174-16.9% | $7,899-98.2% | $430-66.3% |