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 27 · EIN 43-1451524 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,642 |
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 | $94,583 | $50,199+88.4% | $70,092+34.9% | $66,914+41.3% |
| Participation rate | 93.5% | 66.3%+27.2pp | 70.5%+23.0pp | 69.8%+23.7pp |
| Annual return | -17.11% | -13.85%-3.3pp | 190.73%-207.8pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,631 | $1,864+41.1% | $2,559+2.8% | $2,544+3.4% |
| Participant deferral / active EE | $7,694 | $3,112+147.2% | $3,849+99.9% | $4,237+81.6% |
| Admin fee / account holder | $198 | $600-67.0% | $6,267-96.8% | $593-66.7% |