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 27 · EIN 43-1451524 | Advisory (Plan) | $26,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,039 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $231,860 | $65,435+254.3% | $86,677+167.5% | $66,914+246.5% |
| Participation rate | 94.6% | 75.5%+19.2pp | 76.6%+18.1pp | 69.8%+24.8pp |
| Annual return | -19.66% | -10.89%-8.8pp | 35.91%-55.6pp | 1.58%-21.2pp |
| Employer contribution / active EE | $5,560 | $2,153+158.2% | $2,836+96.0% | $2,544+118.5% |
| Participant deferral / active EE | $17,844 | $4,100+335.2% | $4,656+283.3% | $4,237+321.2% |
| Admin fee / account holder | $71 | $642-89.0% | $7,493-99.1% | $593-88.1% |