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 47-1411118 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,129 |
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 | $116,229 | $56,638+105.2% | $169,368-31.4% | $74,419+56.2% |
| Participation rate | 82.7% | 67.5%+15.2pp | 77.1%+5.6pp | 70.7%+12.0pp |
| Annual return | 20.08% | 24.75%-4.7pp | 405.60%-385.5pp | 34.38%-14.3pp |
| Employer contribution / active EE | $5,978 | $2,027+195.0% | $4,013+49.0% | $2,637+126.7% |
| Participant deferral / active EE | $9,975 | $4,223+136.2% | $6,221+60.3% | $4,528+120.3% |
| Admin fee / account holder | -$30 | $307-109.7% | $9,003-100.3% | $348-108.6% |