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 01-0510740 | Advisory (Plan) | $67,581 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,225 |
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 | $228,289 | $101,317+125.3% | $146,958+55.3% | $74,495+206.4% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 17.84% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $1,148 | $3,810-69.9% | $4,933-76.7% | $2,623-56.2% |
| Participant deferral / active EE | $11,450 | $7,303+56.8% | $8,070+41.9% | $4,346+163.5% |
| Admin fee / account holder | $285 | $1,739-83.6% | $12,998-97.8% | $1,942-85.3% |