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 | $22,048 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $13,419 |
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 | $28,847 | $76,670-62.4% | $96,683-70.2% | $71,457-59.6% |
| Participation rate | 87.6% | 66.6%+21.0pp | 74.3%+13.2pp | 67.9%+19.7pp |
| Annual return | 16.46% | 48.29%-31.8pp | 35.69%-19.2pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,301 | $3,031-24.1% | $3,737-38.4% | $2,588-11.1% |
| Participant deferral / active EE | $3,622 | $3,771-4.0% | $4,878-25.8% | $4,289-15.6% |
| Admin fee / account holder | $167 | $2,028-91.8% | $6,730-97.5% | $1,587-89.5% |