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 | $113,801 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $29,533 |
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 | $44,698 | $44,897-0.4% | $85,009-47.4% | $199,768-77.6% |
| Participation rate | 93.4% | 45.7%+47.7pp | 67.5%+25.9pp | 72.0%+21.4pp |
| Annual return | 21.89% | 20.96%+0.9pp | 66.47%-44.6pp | 34.26%-12.4pp |
| Employer contribution / active EE | $1,896 | $1,365+38.9% | $2,728-30.5% | $3,037-37.6% |
| Participant deferral / active EE | $6,546 | $2,668+145.4% | $4,522+44.8% | $5,090+28.6% |
| Admin fee / account holder | $59 | $584-89.9% | $6,153-99.0% | $269-78.1% |