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 82-1364595 | Advisory (Plan) | $29,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,484 |
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 | $49,083 | $91,538-46.4% | $129,995-62.2% | $75,163-34.7% |
| Participation rate | 98.9% | 71.4%+27.5pp | 78.5%+20.4pp | 67.2%+31.7pp |
| Annual return | 21.68% | -631.11%+652.8pp | -137.18%+158.9pp | 160.62%-138.9pp |
| Employer contribution / active EE | $5,849 | $2,845+105.6% | $4,320+35.4% | $2,670+119.1% |
| Participant deferral / active EE | $10,455 | $4,341+140.9% | $5,820+79.6% | $4,125+153.5% |
| Admin fee / account holder | $290 | $6,790-95.7% | $10,614-97.3% | $5,651-94.9% |