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 37 · EIN 04-2647786 | Loan Processing | $34,720 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $15,854 |
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 | $58,244 | $58,778-0.9% | $129,207-54.9% | $77,643-25.0% |
| Participation rate | 95.9% | 59.2%+36.6pp | 69.6%+26.3pp | 70.6%+25.3pp |
| Annual return | 23.51% | 24.73%-1.2pp | 9417.33%-9393.8pp | 31.24%-7.7pp |
| Employer contribution / active EE | $1,472 | $1,952-24.6% | $4,153-64.6% | $2,726-46.0% |
| Participant deferral / active EE | $9,127 | $3,212+184.1% | $4,168+119.0% | $4,647+96.4% |
| Admin fee / account holder | $173 | $589-70.6% | $7,715-97.8% | $430-59.7% |