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 | -$257 |
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 | $112,835 | $108,719+3.8% | $101,326+11.4% | $85,563+31.9% |
| Participation rate | 98.5% | 80.9%+17.6pp | 81.5%+17.0pp | 66.0%+32.5pp |
| Annual return | 28.11% | 20.95%+7.2pp | 36.82%-8.7pp | 31.51%-3.4pp |
| Employer contribution / active EE | $5,289 | $3,114+69.8% | $3,665+44.3% | $2,654+99.3% |
| Participant deferral / active EE | $13,436 | $8,545+57.2% | $7,994+68.1% | $4,375+207.1% |
| Admin fee / account holder | $6 | $685-99.1% | $11,185-99.9% | $834-99.3% |