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 | $14,901 |
Filed as: CEDAR BROOK GROUP Service code 27 · EIN 20-3168699 | Advisory (Plan) | $12,379 |
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 | $35,676 | $101,499-64.9% | $147,005-75.7% | $74,546-52.1% |
| Participation rate | 91.9% | 75.5%+16.3pp | 82.2%+9.7pp | 67.2%+24.7pp |
| Annual return | 15.07% | 8732.34%-8717.3pp | 418.76%-403.7pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $1,513 | $3,811-60.3% | $4,934-69.3% | $2,624-42.3% |
| Participant deferral / active EE | $5,044 | $7,304-30.9% | $8,070-37.5% | $4,347+16.0% |
| Admin fee / account holder | $149 | $1,748-91.5% | $13,006-98.9% | $1,944-92.3% |