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 35-2552359 | Advisory (Plan) | $42,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,219 |
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 | $130,163 | $76,050+71.2% | $96,544+34.8% | $71,457+82.2% |
| Participation rate | 89.8% | 74.4%+15.4pp | 76.0%+13.9pp | 67.9%+21.9pp |
| Annual return | 26.68% | 22.81%+3.9pp | 25.84%+0.8pp | 28.85%-2.2pp |
| Employer contribution / active EE | $2,128 | $2,244-5.2% | $2,965-28.2% | $2,588-17.8% |
| Participant deferral / active EE | $11,033 | $4,215+161.7% | $4,851+127.5% | $4,289+157.3% |
| Admin fee / account holder | $275 | $2,707-89.8% | $8,252-96.7% | $1,587-82.7% |