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 | $122,987 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $57,229 |
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 | $68,003 | $100,227-32.2% | $169,993-60.0% | $74,419-8.6% |
| Participation rate | 79.7% | 87.3%-7.7pp | 87.0%-7.3pp | 70.7%+8.9pp |
| Annual return | 18.38% | 66.08%-47.7pp | 53.37%-35.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $3,835 | $4,263-10.0% | $6,785-43.5% | $2,637+45.4% |
| Participant deferral / active EE | $7,852 | $7,143+9.9% | $10,408-24.6% | $4,528+73.4% |
| Admin fee / account holder | $171 | $234-26.9% | $12,815-98.7% | $348-50.7% |