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 9-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 38-2722519 | Other Commissions | $68,623 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,238 |
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 | $47,679 | $106,028-55.0% | $146,958-67.6% | $77,643-38.6% |
| Participation rate | 88.9% | 78.4%+10.5pp | 82.2%+6.7pp | 70.6%+18.3pp |
| Annual return | 16.20% | 56.73%-40.5pp | 418.34%-402.1pp | 31.24%-15.0pp |
| Employer contribution / active EE | $2,105 | $4,063-48.2% | $4,933-57.3% | $2,726-22.8% |
| Participant deferral / active EE | $4,657 | $7,990-41.7% | $8,070-42.3% | $4,647+0.2% |
| Admin fee / account holder | $72 | $337-78.6% | $12,998-99.4% | $430-83.2% |