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 | $116,029 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,967 |
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 | $49,686 | $45,031+10.3% | $84,966-41.5% | $77,643-36.0% |
| Participation rate | 97.0% | 48.7%+48.3pp | 67.5%+29.5pp | 70.6%+26.4pp |
| Annual return | 14.41% | 79.22%-64.8pp | 66.38%-52.0pp | 31.24%-16.8pp |
| Employer contribution / active EE | $2,708 | $1,609+68.3% | $2,727-0.7% | $2,726-0.7% |
| Participant deferral / active EE | $6,516 | $2,807+132.1% | $4,519+44.2% | $4,647+40.2% |
| Admin fee / account holder | $105 | $912-88.5% | $6,149-98.3% | $430-75.7% |