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 5-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) | $47,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,676 |
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 | $119,796 | $101,317+18.2% | $146,958-18.5% | $74,495+60.8% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.7pp | 67.2%+21.6pp |
| Annual return | 16.77% | 8730.91%-8714.1pp | 418.34%-401.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $5,542 | $3,810+45.4% | $4,933+12.3% | $2,623+111.3% |
| Participant deferral / active EE | $11,684 | $7,303+60.0% | $8,070+44.8% | $4,346+168.9% |
| Admin fee / account holder | $245 | $1,739-85.9% | $12,998-98.1% | $1,942-87.4% |