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 | $63,202 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $32,000 |
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 | $51,307 | $64,286-20.2% | $90,951-43.6% | $73,409-30.1% |
| Participation rate | 83.1% | 63.6%+19.5pp | 69.0%+14.1pp | 72.2%+10.9pp |
| Annual return | 14.32% | 21.45%-7.1pp | 134.60%-120.3pp | 59.29%-45.0pp |
| Employer contribution / active EE | $997 | $895+11.4% | $2,122-53.0% | $2,234-55.4% |
| Participant deferral / active EE | $3,380 | $2,453+37.8% | $3,373+0.2% | $3,805-11.2% |
| Admin fee / account holder | $105 | $287-63.6% | $5,959-98.2% | $158-33.7% |