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) | $45,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,093 |
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 | $60,065 | $34,677+73.2% | $77,024-22.0% | $64,808-7.3% |
| Participation rate | 94.2% | 49.8%+44.3pp | 67.9%+26.3pp | 71.5%+22.7pp |
| Annual return | -14.21% | -5.33%-8.9pp | 42.32%-56.5pp | 32.82%-47.0pp |
| Employer contribution / active EE | $4,305 | $1,370+214.3% | $2,812+53.1% | $2,506+71.8% |
| Participant deferral / active EE | $10,627 | $2,556+315.7% | $4,426+140.1% | $4,310+146.5% |
| Admin fee / account holder | $181 | $179+1.5% | $5,425-96.7% | $188-3.5% |