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 | $23,206 |
Service code 27 · EIN 84-1839700 | Advisory (Plan) | $23,037 |
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 | $49,065 | $101,317-51.6% | $146,958-66.6% | $74,495-34.1% |
| Participation rate | 93.4% | 75.5%+17.8pp | 82.2%+11.2pp | 67.2%+26.2pp |
| Annual return | 11.61% | 8730.91%-8719.3pp | 418.34%-406.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $1,369 | $3,810-64.1% | $4,933-72.2% | $2,623-47.8% |
| Participant deferral / active EE | $6,738 | $7,303-7.7% | $8,070-16.5% | $4,346+55.0% |
| Admin fee / account holder | $193 | $1,739-88.9% | $12,998-98.5% | $1,942-90.1% |