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 7-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 | $40,024 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $31,936 |
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 | $51,531 | $108,719-52.6% | $101,326-49.1% | $85,563-39.8% |
| Participation rate | 88.2% | 80.9%+7.3pp | 81.5%+6.7pp | 66.0%+22.3pp |
| Annual return | 34.22% | 20.95%+13.3pp | 36.82%-2.6pp | 31.51%+2.7pp |
| Employer contribution / active EE | $3,573 | $3,114+14.7% | $3,665-2.5% | $2,654+34.7% |
| Participant deferral / active EE | $8,422 | $8,545-1.4% | $7,994+5.4% | $4,375+92.5% |
| Admin fee / account holder | $175 | $685-74.4% | $11,185-98.4% | $834-79.0% |