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 37 · EIN 04-2647786 | Loan Processing | $77,038 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $71,801 |
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 | $58,260 | $95,918-39.3% | $151,611-61.6% | $77,904-25.2% |
| Participation rate | 77.2% | 88.7%-11.5pp | 87.5%-10.3pp | 73.7%+3.5pp |
| Annual return | -15.83% | -5.50%-10.3pp | 3.33%-19.2pp | 12.21%-28.0pp |
| Employer contribution / active EE | $4,162 | $4,330-3.9% | $6,166-32.5% | $2,848+46.1% |
| Participant deferral / active EE | $8,721 | $7,508+16.1% | $8,363+4.3% | $4,806+81.5% |
| Admin fee / account holder | $133 | $93+42.7% | $11,616-98.9% | $133+0.4% |