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 4-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 | $151,540 |
Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $71,219 |
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 | $160,544 | $139,767+14.9% | $153,485+4.6% | $199,593-19.6% |
| Participation rate | 94.2% | 85.1%+9.1pp | 77.1%+17.1pp | 72.0%+22.3pp |
| Annual return | 21.87% | 20.59%+1.3pp | 15.65%+6.2pp | 34.25%-12.4pp |
| Employer contribution / active EE | $7,024 | $6,517+7.8% | $5,039+39.4% | $3,034+131.5% |
| Participant deferral / active EE | $10,535 | $8,055+30.8% | $6,757+55.9% | $5,087+107.1% |
| Admin fee / account holder | $104 | $98+5.9% | $12,724-99.2% | $269-61.5% |