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 | $23,178 |
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 | $80,423 | $56,423+42.5% | $77,163+4.2% | $71,457+12.5% |
| Participation rate | 98.9% | 64.3%+34.5pp | 69.6%+29.3pp | 67.9%+30.9pp |
| Annual return | 15.96% | 19.05%-3.1pp | 37.87%-21.9pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,076 | $1,866+11.3% | $2,535-18.1% | $2,588-19.8% |
| Participant deferral / active EE | $6,758 | $3,142+115.1% | $3,833+76.3% | $4,289+57.6% |
| Admin fee / account holder | $189 | $1,429-86.8% | $5,472-96.5% | $1,587-88.1% |