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) | $58,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | $55,365 |
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 | $24,267 | $50,815-52.2% | $155,509-84.4% | $77,643-68.7% |
| Participation rate | 90.3% | 63.1%+27.2pp | 78.2%+12.1pp | 70.6%+19.8pp |
| Annual return | 21.12% | 34.80%-13.7pp | 64.67%-43.6pp | 31.24%-10.1pp |
| Employer contribution / active EE | $3,484 | $1,993+74.8% | $4,672-25.4% | $2,726+27.8% |
| Participant deferral / active EE | $4,600 | $2,822+63.0% | $5,626-18.2% | $4,647-1.0% |
| Admin fee / account holder | $136 | $437-68.9% | $15,912-99.1% | $430-68.4% |