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 4-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 | $171,507 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $65,732 |
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 | $27,070 | $56,467-52.1% | $95,585-71.7% | $102,872-73.7% |
| Participation rate | 92.5% | 62.1%+30.4pp | 72.1%+20.5pp | 73.0%+19.5pp |
| Annual return | 23.24% | 17.94%+5.3pp | 38.56%-15.3pp | 19.06%+4.2pp |
| Employer contribution / active EE | $1,917 | $1,216+57.6% | $2,527-24.1% | $3,526-45.6% |
| Participant deferral / active EE | $4,774 | $3,007+58.8% | $4,023+18.7% | $5,535-13.8% |
| Admin fee / account holder | $114 | $112+1.2% | $6,127-98.1% | $292-61.1% |