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 43-1451524 | Advisory (Plan) | $28,635 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,169 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,709 | $59,263+2.4% | $96,562-37.1% | $79,386-23.5% |
| Participation rate | 86.1% | 61.9%+24.2pp | 69.8%+16.3pp | 70.7%+15.4pp |
| Annual return | 10.52% | 27.07%-16.5pp | 37.78%-27.3pp | 116.85%-106.3pp |
| Employer contribution / active EE | $1,912 | $1,216+57.3% | $2,356-18.9% | $2,427-21.2% |
| Participant deferral / active EE | $2,132 | $2,948-27.7% | $3,849-44.6% | $4,046-47.3% |
| Admin fee / account holder | $151 | $658-77.1% | $6,181-97.6% | $626-75.9% |