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 35-2552359 | Advisory (Plan) | $50,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,482 |
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 | $195,157 | $106,110+83.9% | $147,005+32.8% | $77,671+151.3% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 15.98% | 56.77%-40.8pp | 418.76%-402.8pp | 31.21%-15.2pp |
| Employer contribution / active EE | $5,269 | $4,065+29.6% | $4,934+6.8% | $2,726+93.3% |
| Participant deferral / active EE | $23,929 | $7,992+199.4% | $8,070+196.5% | $4,648+414.8% |
| Admin fee / account holder | $72 | $338-78.8% | $13,006-99.4% | $430-83.3% |