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 |
|---|---|---|
Filed as: BENEFIT FUNDING SERV Service code 16 · EIN 20-8532658 | Consulting | $14,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,369 |
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 | $156,419 | $84,936+84.2% | $111,297+40.5% | $79,386+97.0% |
| Participation rate | 98.4% | 75.9%+22.5pp | 77.3%+21.0pp | 70.7%+27.6pp |
| Annual return | 18.37% | 17.45%+0.9pp | 54.65%-36.3pp | 116.85%-98.5pp |
| Employer contribution / active EE | $2,451 | $1,979+23.9% | $2,731-10.2% | $2,427+1.0% |
| Participant deferral / active EE | $9,971 | $3,888+156.4% | $4,487+122.2% | $4,046+146.5% |
| Admin fee / account holder | $27 | $537-95.0% | $7,964-99.7% | $626-95.7% |