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 8-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 | $107,782 |
FINANCIAL ENGINES8+ years Service code 27 · EIN 94-3250323 | Advisory (Plan) | $83,759 |
MERCER2 years Service code 27 · EIN 36-2668272 | Advisory (Plan) | $61,363 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $178,920 | $115,744+54.6% | $100,391+78.2% | $199,593-10.4% |
| Participation rate | 97.2% | 85.7%+11.5pp | 81.5%+15.7pp | 72.0%+25.2pp |
| Annual return | 13.40% | 17.79%-4.4pp | 49.20%-35.8pp | 34.25%-20.8pp |
| Employer contribution / active EE | $5,137 | $3,657+40.5% | $3,942+30.3% | $3,034+69.3% |
| Participant deferral / active EE | $11,623 | $9,844+18.1% | $8,082+43.8% | $5,087+128.5% |
| Admin fee / account holder | $141 | $93+52.0% | $7,899-98.2% | $269-47.5% |