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 | $30,907 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,500 |
Service code 27 · EIN 99-2539506 | Advisory (Plan) | $7,500 |
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 | $157,874 | $101,317+55.8% | $146,958+7.4% | $74,495+111.9% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.0pp |
| Annual return | 24.21% | 8730.91%-8706.7pp | 418.34%-394.1pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $7,516 | $3,810+97.3% | $4,933+52.4% | $2,623+186.5% |
| Participant deferral / active EE | $18,655 | $7,303+155.4% | $8,070+131.2% | $4,346+329.3% |
| Admin fee / account holder | $222 | $1,739-87.2% | $12,998-98.3% | $1,942-88.6% |