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 8-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 46-5576228 | Advisory (Plan) | $56,672 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,752 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,380 | $82,202-47.2% | $125,339-65.4% | $64,808-33.1% |
| Participation rate | 99.7% | 77.9%+21.8pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | 0.85% | 3.48%-2.6pp | 572.05%-571.2pp | 32.82%-32.0pp |
| Employer contribution / active EE | $3,184 | $3,615-11.9% | $4,814-33.9% | $2,506+27.0% |
| Participant deferral / active EE | $12,940 | $7,175+80.4% | $7,446+73.8% | $4,310+200.2% |
| Admin fee / account holder | $217 | $163+33.2% | $10,010-97.8% | $188+15.8% |