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 37 · EIN 04-2647786 | Loan Processing | $46,643 |
FIDUCIARY EXPERTS LLC4 years Service code 27 · EIN 26-1851437 | Advisory (Plan) | $20,000 |
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 | $54,989 | $104,317-47.3% | $159,436-65.5% | $86,799-36.6% |
| Participation rate | 90.1% | 77.7%+12.4pp | 82.8%+7.2pp | 72.3%+17.8pp |
| Annual return | 19.09% | 26.32%-7.2pp | 263.57%-244.5pp | 97.91%-78.8pp |
| Employer contribution / active EE | $2,317 | $3,451-32.9% | $4,829-52.0% | $2,405-3.7% |
| Participant deferral / active EE | $7,544 | $6,837+10.3% | $7,352+2.6% | $4,131+82.6% |
| Admin fee / account holder | $125 | $172-27.6% | $10,799-98.8% | $170-26.5% |