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 9-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 22-3558384 | Advisory (Plan) | $57,682 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,068 |
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 | $65,993 | $62,127+6.2% | $81,382-18.9% | $74,495-11.4% |
| Participation rate | 99.6% | 64.0%+35.5pp | 69.5%+30.1pp | 67.2%+32.4pp |
| Annual return | 15.88% | 16.48%-0.6pp | 24.73%-8.8pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $2,487 | $1,882+32.1% | $2,463+1.0% | $2,623-5.2% |
| Participant deferral / active EE | $5,960 | $3,229+84.6% | $3,883+53.5% | $4,346+37.1% |
| Admin fee / account holder | $267 | $1,934-86.2% | $5,768-95.4% | $1,942-86.3% |