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 | $43,824 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $35,324 |
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 | $44,676 | $53,165-16.0% | $86,188-48.2% | $74,419-40.0% |
| Participation rate | 98.4% | 64.9%+33.5pp | 69.0%+29.4pp | 70.7%+27.7pp |
| Annual return | 18.94% | 22.64%-3.7pp | 1168.45%-1149.5pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,396 | $1,210+15.4% | $2,380-41.4% | $2,637-47.1% |
| Participant deferral / active EE | $6,407 | $3,234+98.1% | $3,985+60.8% | $4,528+41.5% |
| Admin fee / account holder | $165 | $551-70.0% | $6,852-97.6% | $348-52.5% |