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 | $28,803 |
Service code 55 · EIN 35-2552359 | Other Commissions | $26,813 |
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 | $49,458 | $66,813-26.0% | $100,516-50.8% | $73,488-32.7% |
| Participation rate | 84.4% | 77.5%+6.9pp | 79.4%+5.0pp | 70.7%+13.7pp |
| Annual return | 25.34% | 25.70%-0.4pp | 30.89%-5.5pp | 28.51%-3.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,768 | $5,883+32.0% | $6,270+23.9% | $3,740+107.7% |
| Admin fee / account holder | $104 | $512-79.8% | $8,081-98.7% | $513-79.8% |