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 61-1758632 | Advisory (Plan) | $58,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,784 |
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 | $77,224 | $106,028-27.2% | $146,958-47.5% | $77,643-0.5% |
| Participation rate | 94.4% | 78.4%+16.1pp | 82.2%+12.3pp | 70.6%+23.9pp |
| Annual return | 18.25% | 56.73%-38.5pp | 418.34%-400.1pp | 31.24%-13.0pp |
| Employer contribution / active EE | $1,686 | $4,063-58.5% | $4,933-65.8% | $2,726-38.1% |
| Participant deferral / active EE | $6,183 | $7,990-22.6% | $8,070-23.4% | $4,647+33.0% |
| Admin fee / account holder | $287 | $337-15.0% | $12,998-97.8% | $430-33.4% |