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 | $44,232 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,092 |
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 | $42,498 | $71,516-40.6% | $98,439-56.8% | $71,457-40.5% |
| Participation rate | 81.0% | 72.7%+8.3pp | 75.2%+5.9pp | 67.9%+13.1pp |
| Annual return | 15.60% | 32.41%-16.8pp | 21.16%-5.6pp | 28.85%-13.2pp |
| Employer contribution / active EE | $2,007 | $2,399-16.3% | $3,048-34.2% | $2,588-22.5% |
| Participant deferral / active EE | $2,609 | $4,109-36.5% | $4,738-44.9% | $4,289-39.2% |
| Admin fee / account holder | $253 | $1,675-84.9% | $8,948-97.2% | $1,587-84.0% |