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 | $32,150 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 75-1553739 | Advisory (Plan) | $24,151 |
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 | $57,286 | $34,677+65.2% | $77,024-25.6% | $64,808-11.6% |
| Participation rate | 96.2% | 49.8%+46.4pp | 67.9%+28.3pp | 71.5%+24.8pp |
| Annual return | -15.32% | -5.33%-10.0pp | 42.32%-57.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $6,799 | $1,370+396.3% | $2,812+141.8% | $2,506+171.3% |
| Participant deferral / active EE | $2,952 | $2,556+15.5% | $4,426-33.3% | $4,310-31.5% |
| Admin fee / account holder | $138 | $179-22.5% | $5,425-97.4% | $188-26.3% |