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 3-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 42-1445429 | Advisory (Plan) | $23,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $988 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,683 | $79,184-29.7% | $102,438-45.6% | $74,546-25.3% |
| Participation rate | 82.8% | 74.8%+8.0pp | 76.5%+6.3pp | 67.2%+15.6pp |
| Annual return | 22.20% | 54.95%-32.8pp | 29.37%-7.2pp | 1366.03%-1343.8pp |
| Employer contribution / active EE | $14 | $2,362-99.4% | $3,024-99.5% | $2,624-99.5% |
| Participant deferral / active EE | $9,963 | $4,414+125.7% | $5,054+97.2% | $4,347+129.2% |
| Admin fee / account holder | $118 | $2,001-94.1% | $9,448-98.7% | $1,944-93.9% |