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 55 · EIN 38-2722519 | Other Commissions | $183,103 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,799 |
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 | $138,745 | $72,254+92.0% | $86,677+60.1% | $64,808+114.1% |
| Participation rate | 95.6% | 80.4%+15.2pp | 76.6%+19.1pp | 71.5%+24.2pp |
| Annual return | -17.01% | 392.42%-409.4pp | 35.91%-52.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $3,623 | $2,393+51.4% | $2,836+27.7% | $2,506+44.6% |
| Participant deferral / active EE | $13,707 | $4,658+194.3% | $4,656+194.4% | $4,310+218.0% |
| Admin fee / account holder | $3 | $174-98.4% | $7,493-100.0% | $188-98.5% |