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 | $516,859 |
PORTFOLIO EVALUATIONS, INC.6+ years Filed as: PORTFOLIO EVALUATION Service code 27 · EIN 22-3189064 | Advisory (Plan) | $50,000 |
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 | $76,189 | $103,430-26.3% | $100,516-24.2% | $93,223-18.3% |
| Participation rate | 94.5% | 84.3%+10.2pp | 79.4%+15.1pp | 74.9%+19.6pp |
| Annual return | 13.97% | 24.60%-10.6pp | 30.89%-16.9pp | 19.29%-5.3pp |
| Employer contribution / active EE | $1,132 | $3,129-63.8% | $3,418-66.9% | $2,680-57.8% |
| Participant deferral / active EE | $3,765 | $6,375-40.9% | $6,270-40.0% | $4,563-17.5% |
| Admin fee / account holder | $78 | $85-7.9% | $8,081-99.0% | $79-1.7% |