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 9-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) | $39,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,070 |
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 | $45,350 | $82,202-44.8% | $125,339-63.8% | $64,808-30.0% |
| Participation rate | 98.5% | 77.9%+20.6pp | 82.4%+16.1pp | 71.5%+27.0pp |
| Annual return | -13.46% | 3.48%-16.9pp | 572.05%-585.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $7,546 | $3,615+108.7% | $4,814+56.8% | $2,506+201.2% |
| Participant deferral / active EE | $12,886 | $7,175+79.6% | $7,446+73.1% | $4,310+199.0% |
| Admin fee / account holder | $147 | $163-9.9% | $10,010-98.5% | $188-21.6% |