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 | $1,615 |
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 | $53,570 | $64,612-17.1% | $86,436-38.0% | $64,808-17.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -13.60% | 0.66%-14.3pp | 4394.89%-4408.5pp | 32.82%-46.4pp |
| Employer contribution / active EE | $4,831 | $2,744+76.1% | $3,769+28.2% | $2,506+92.8% |
| Participant deferral / active EE | $10,864 | $7,497+44.9% | $6,952+56.3% | $4,310+152.0% |
| Admin fee / account holder | $4 | $169-97.6% | $6,731-99.9% | $188-97.8% |