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 47-1411118 | Advisory (Plan) | $54,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,481 |
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 | $98,920 | $91,372+8.3% | $129,995-23.9% | $74,419+32.9% |
| Participation rate | 98.8% | 77.8%+21.0pp | 78.5%+20.3pp | 70.7%+28.1pp |
| Annual return | 18.19% | 23.21%-5.0pp | -137.18%+155.4pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,230 | $2,563-13.0% | $4,320-48.4% | $2,637-15.4% |
| Participant deferral / active EE | $7,524 | $4,721+59.4% | $5,820+29.3% | $4,528+66.2% |
| Admin fee / account holder | $108 | $283-62.0% | $10,614-99.0% | $348-69.0% |