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 | $70,854 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $58,079 |
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 | $85,966 | $95,274-9.8% | $135,903-36.7% | $74,419+15.5% |
| Participation rate | 87.0% | 78.2%+8.9pp | 81.9%+5.1pp | 70.7%+16.3pp |
| Annual return | 23.29% | 32.77%-9.5pp | 68.23%-44.9pp | 34.38%-11.1pp |
| Employer contribution / active EE | $5,391 | $3,874+39.2% | $4,856+11.0% | $2,637+104.4% |
| Participant deferral / active EE | $13,172 | $7,782+69.3% | $7,758+69.8% | $4,528+190.9% |
| Admin fee / account holder | $295 | $266+10.9% | $10,762-97.3% | $348-15.2% |