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 55 · EIN 95-3845382 | Other Commissions | $18,596 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,763 |
Annual investment return 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 | $54,797 | $101,499-46.0% | $147,005-62.7% | $74,546-26.5% |
| Participation rate | 78.3% | 75.5%+2.7pp | 82.2%-3.9pp | 67.2%+11.1pp |
| Annual return | 12.71% | 8732.34%-8719.6pp | 418.76%-406.1pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $5,017 | $3,811+31.6% | $4,934+1.7% | $2,624+91.2% |
| Participant deferral / active EE | $6,993 | $7,304-4.3% | $8,070-13.3% | $4,347+60.9% |
| Admin fee / account holder | $41 | $1,748-97.7% | $13,006-99.7% | $1,944-97.9% |