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 | $33,744 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 75-1553739 | Advisory (Plan) | $26,221 |
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 | $77,231 | $40,385+91.2% | $80,569-4.1% | $74,419+3.8% |
| Participation rate | 93.5% | 47.4%+46.1pp | 67.0%+26.5pp | 70.7%+22.8pp |
| Annual return | 16.51% | 164.85%-148.3pp | 935.43%-918.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $12,034 | $1,496+704.3% | $2,723+341.9% | $2,637+356.3% |
| Participant deferral / active EE | $3,666 | $2,674+37.1% | $4,447-17.6% | $4,528-19.0% |
| Admin fee / account holder | $146 | $720-79.7% | $5,377-97.3% | $348-58.0% |