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 | $604 |
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 | $76,105 | $89,282-14.8% | $94,646-19.6% | $74,419+2.3% |
| Participation rate | 99.7% | 82.4%+17.3pp | 80.8%+18.9pp | 70.7%+29.0pp |
| Annual return | 31.55% | 25.96%+5.6pp | 156.71%-125.2pp | 34.38%-2.8pp |
| Employer contribution / active EE | $5,081 | $3,022+68.1% | $3,672+38.4% | $2,637+92.7% |
| Participant deferral / active EE | $12,476 | $8,425+48.1% | $7,418+68.2% | $4,528+175.5% |
| Admin fee / account holder | $1 | $219-99.3% | $7,231-100.0% | $348-99.6% |