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 | $25,646 |
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 | $72,869 | $50,199+45.2% | $70,092+4.0% | $66,914+8.9% |
| Participation rate | 97.3% | 66.3%+31.0pp | 70.5%+26.8pp | 69.8%+27.5pp |
| Annual return | -13.86% | -13.85%0pp | 190.73%-204.6pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,421 | $1,864-23.8% | $2,559-44.5% | $2,544-44.2% |
| Participant deferral / active EE | $6,069 | $3,112+95.0% | $3,849+57.7% | $4,237+43.2% |
| Admin fee / account holder | $204 | $600-65.9% | $6,267-96.7% | $593-65.5% |