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 55 · EIN 35-2552359 | Other Commissions | $35,341 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,700 |
Employer contribution per participant 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 | $98,765 | $58,264+69.5% | $86,612+14.0% | $71,457+38.2% |
| Participation rate | 70.3% | 65.0%+5.3pp | 71.7%-1.4pp | 67.9%+2.3pp |
| Annual return | 14.87% | 21.63%-6.8pp | 591.07%-576.2pp | 28.85%-14.0pp |
| Employer contribution / active EE | $108 | $2,574-95.8% | $3,022-96.4% | $2,588-95.8% |
| Participant deferral / active EE | $7,853 | $3,436+128.6% | $4,438+77.0% | $4,289+83.1% |
| Admin fee / account holder | $17 | $1,057-98.4% | $5,614-99.7% | $1,587-98.9% |