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 61-1758632 | Advisory (Plan) | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,544 |
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 | $69,828 | $101,317-31.1% | $146,958-52.5% | $74,495-6.3% |
| Participation rate | 99.6% | 75.5%+24.0pp | 82.2%+17.4pp | 67.2%+32.4pp |
| Annual return | 16.28% | 8730.91%-8714.6pp | 418.34%-402.1pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $3,025 | $3,810-20.6% | $4,933-38.7% | $2,623+15.3% |
| Participant deferral / active EE | $12,358 | $7,303+69.2% | $8,070+53.1% | $4,346+184.4% |
| Admin fee / account holder | $192 | $1,739-89.0% | $12,998-98.5% | $1,942-90.1% |