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 | $181,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,900 |
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 | $174,608 | $99,078+76.2% | $96,544+80.9% | $74,419+134.6% |
| Participation rate | 93.4% | 80.7%+12.8pp | 76.0%+17.5pp | 70.7%+22.7pp |
| Annual return | 19.21% | 22.48%-3.3pp | 25.84%-6.6pp | 34.38%-15.2pp |
| Employer contribution / active EE | $3,044 | $2,570+18.4% | $2,965+2.7% | $2,637+15.4% |
| Participant deferral / active EE | $14,570 | $4,933+195.3% | $4,851+200.4% | $4,528+221.8% |
| Admin fee / account holder | $5 | $225-97.7% | $8,252-99.9% | $348-98.5% |