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) | $31,956 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,788 |
Service code 10 · EIN 87-2516350 | Accounting | $12,000 |
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 | $31,792 | $65,061-51.1% | $143,757-77.9% | $66,914-52.5% |
| Participation rate | 94.4% | 65.2%+29.2pp | 80.3%+14.0pp | 69.8%+24.6pp |
| Annual return | -15.10% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $3,113 | $2,361+31.9% | $4,951-37.1% | $2,544+22.4% |
| Participant deferral / active EE | $4,364 | $2,919+49.5% | $5,637-22.6% | $4,237+3.0% |
| Admin fee / account holder | $264 | $502-47.4% | $14,673-98.2% | $593-55.5% |