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 37 · EIN 04-2647786 | Loan Processing | $29,871 |
Service code 16 · EIN 36-4001764 | Consulting | $22,888 |
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 | $233,175 | $95,274+144.7% | $135,903+71.6% | $74,419+213.3% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 21.84% | 32.77%-10.9pp | 68.23%-46.4pp | 34.38%-12.5pp |
| Employer contribution / active EE | $8,448 | $3,874+118.1% | $4,856+74.0% | $2,637+220.3% |
| Participant deferral / active EE | $11,607 | $7,782+49.2% | $7,758+49.6% | $4,528+156.3% |
| Admin fee / account holder | $214 | $266-19.7% | $10,762-98.0% | $348-38.6% |