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 3-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 | $76,227 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $31,334 |
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 | $18,002 | $55,125-67.3% | $109,895-83.6% | $86,799-79.3% |
| Participation rate | 99.7% | 70.1%+29.6pp | 74.2%+25.5pp | 72.3%+27.4pp |
| Annual return | 31.49% | 26.20%+5.3pp | 29.45%+2.0pp | 97.91%-66.4pp |
| Employer contribution / active EE | $1,737 | $1,558+11.5% | $2,842-38.9% | $2,405-27.8% |
| Participant deferral / active EE | $4,029 | $3,337+20.8% | $4,048-0.5% | $4,131-2.5% |
| Admin fee / account holder | $94 | $141-33.6% | $6,066-98.5% | $170-44.8% |