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 10-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 | $35,670 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $27,605 |
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 | $37,454 | $64,286-41.7% | $90,951-58.8% | $73,409-49.0% |
| Participation rate | 97.0% | 63.6%+33.4pp | 69.0%+28.0pp | 72.2%+24.9pp |
| Annual return | 13.77% | 21.45%-7.7pp | 134.60%-120.8pp | 59.29%-45.5pp |
| Employer contribution / active EE | $901 | $895+0.8% | $2,122-57.5% | $2,234-59.7% |
| Participant deferral / active EE | $4,545 | $2,453+85.3% | $3,373+34.8% | $3,805+19.4% |
| Admin fee / account holder | $143 | $287-50.1% | $5,959-97.6% | $158-9.3% |