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) | $28,515 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,767 |
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 | $57,676 | $49,451+16.6% | $79,550-27.5% | $66,914-13.8% |
| Participation rate | 92.5% | 61.3%+31.1pp | 69.5%+23.0pp | 69.8%+22.7pp |
| Annual return | -1.20% | 84.25%-85.4pp | 0.16%-1.4pp | 1.58%-2.8pp |
| Employer contribution / active EE | $1,621 | $1,266+28.1% | $2,413-32.8% | $2,544-36.3% |
| Participant deferral / active EE | $2,425 | $3,159-23.2% | $3,985-39.1% | $4,237-42.8% |
| Admin fee / account holder | $156 | $595-73.7% | $6,832-97.7% | $593-73.7% |