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 | $13,884 |
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 | $41,345 | $65,435-36.8% | $86,677-52.3% | $66,914-38.2% |
| Participation rate | 86.2% | 75.5%+10.8pp | 76.6%+9.7pp | 69.8%+16.4pp |
| Annual return | -16.48% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $925 | $2,153-57.0% | $2,836-67.4% | $2,544-63.6% |
| Participant deferral / active EE | $2,962 | $4,100-27.8% | $4,656-36.4% | $4,237-30.1% |
| Admin fee / account holder | $52 | $642-91.9% | $7,493-99.3% | $593-91.2% |