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 85-3439612 | Advisory (Plan) | $85,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,163 |
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 | $58,167 | $95,388-39.0% | $125,339-53.6% | $77,904-25.3% |
| Participation rate | 97.4% | 78.6%+18.8pp | 82.4%+15.0pp | 73.7%+23.7pp |
| Annual return | 1.36% | 116.19%-114.8pp | 572.05%-570.7pp | 12.21%-10.9pp |
| Employer contribution / active EE | $3,197 | $3,666-12.8% | $4,814-33.6% | $2,848+12.3% |
| Participant deferral / active EE | $9,664 | $7,711+25.3% | $7,446+29.8% | $4,806+101.1% |
| Admin fee / account holder | $47 | $119-60.2% | $10,010-99.5% | $133-64.3% |