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 | $13,195 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $12,000 |
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 | $78,495 | $84,936-7.6% | $111,297-29.5% | $79,386-1.1% |
| Participation rate | 80.5% | 75.9%+4.6pp | 77.3%+3.1pp | 70.7%+9.7pp |
| Annual return | 17.48% | 17.45%0pp | 54.65%-37.2pp | 116.85%-99.4pp |
| Employer contribution / active EE | $4,224 | $1,979+113.4% | $2,731+54.7% | $2,427+74.0% |
| Participant deferral / active EE | $8,873 | $3,888+128.2% | $4,487+97.7% | $4,046+119.3% |
| Admin fee / account holder | $153 | $537-71.6% | $7,964-98.1% | $626-75.6% |