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 6-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 | $44,991 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,222 |
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 | $36,673 | $81,908-55.2% | $90,749-59.6% | $64,808-43.4% |
| Participation rate | 77.0% | 80.5%-3.5pp | 75.7%+1.3pp | 71.5%+5.5pp |
| Annual return | -14.58% | -12.53%-2.0pp | -12.16%-2.4pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,236 | $3,065-27.0% | $2,921-23.4% | $2,506-10.8% |
| Participant deferral / active EE | $2,367 | $4,840-51.1% | $4,564-48.1% | $4,310-45.1% |
| Admin fee / account holder | $258 | $157+64.2% | $8,445-96.9% | $188+37.4% |