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 27 · EIN 47-1411118 | Advisory (Plan) | $54,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,046 |
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 | $55,905 | $42,353+32.0% | $79,550-29.7% | $64,808-13.7% |
| Participation rate | 95.4% | 64.8%+30.7pp | 69.5%+26.0pp | 71.5%+24.0pp |
| Annual return | -15.69% | -12.24%-3.5pp | 0.16%-15.9pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,798 | $1,181+52.3% | $2,413-25.5% | $2,506-28.2% |
| Participant deferral / active EE | $7,664 | $3,170+141.7% | $3,985+92.3% | $4,310+77.8% |
| Admin fee / account holder | $289 | $160+81.1% | $6,832-95.8% | $188+53.9% |