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 23-3034280 | Advisory (Plan) | $53,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,157 |
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 | $87,626 | $108,549-19.3% | $156,263-43.9% | $85,563+2.4% |
| Participation rate | 81.9% | 77.1%+4.8pp | 78.9%+3.0pp | 66.0%+15.9pp |
| Annual return | 14.64% | 21.79%-7.1pp | 59.47%-44.8pp | 31.51%-16.9pp |
| Employer contribution / active EE | $561 | $2,690-79.1% | $4,333-87.1% | $2,654-78.9% |
| Participant deferral / active EE | $5,260 | $4,800+9.6% | $6,158-14.6% | $4,375+20.2% |
| Admin fee / account holder | $251 | $650-61.4% | $14,255-98.2% | $834-69.9% |