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 | $35,057 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,000 |
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 | $100,414 | $59,584+68.5% | $86,874+15.6% | $79,386+26.5% |
| Participation rate | 98.3% | 67.7%+30.6pp | 71.6%+26.6pp | 70.7%+27.6pp |
| Annual return | 11.78% | 23.15%-11.4pp | 63.52%-51.7pp | 116.85%-105.1pp |
| Employer contribution / active EE | $1,366 | $1,768-22.7% | $2,495-45.3% | $2,427-43.7% |
| Participant deferral / active EE | $5,962 | $3,036+96.3% | $3,699+61.2% | $4,046+47.4% |
| Admin fee / account holder | $270 | $604-55.2% | $5,828-95.4% | $626-56.8% |