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 | $26,864 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,818 |
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 | $60,330 | $82,978-27.3% | $129,995-53.6% | $71,457-15.6% |
| Participation rate | 70.5% | 74.1%-3.6pp | 78.5%-8.0pp | 67.9%+2.6pp |
| Annual return | 14.87% | 20.60%-5.7pp | -137.18%+152.0pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,891 | $2,622+10.3% | $4,320-33.1% | $2,588+11.7% |
| Participant deferral / active EE | $4,654 | $4,432+5.0% | $5,820-20.0% | $4,289+8.5% |
| Admin fee / account holder | $294 | $1,729-83.0% | $10,614-97.2% | $1,587-81.5% |