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 5-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 37 · EIN 04-2647786 | Loan Processing | $149,665 |
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $63,750 |
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 | $216,158 | $112,623+91.9% | $106,213+103.5% | $199,593+8.3% |
| Participation rate | 98.8% | 86.2%+12.5pp | 75.3%+23.5pp | 72.0%+26.8pp |
| Annual return | 16.54% | 15.57%+1.0pp | 116.14%-99.6pp | 34.25%-17.7pp |
| Employer contribution / active EE | $8,640 | $4,575+88.9% | $3,171+172.4% | $3,034+184.7% |
| Participant deferral / active EE | $13,268 | $6,659+99.2% | $5,016+164.5% | $5,087+160.8% |
| Admin fee / account holder | $54 | $107-49.3% | $11,033-99.5% | $269-79.8% |