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 | -$36,398 |
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 | $153,875 | $185,342-17.0% | $111,297+38.3% | $86,799+77.3% |
| Participation rate | 91.3% | 81.0%+10.3pp | 77.3%+14.0pp | 72.3%+19.0pp |
| Annual return | 21.36% | 500.80%-479.4pp | 54.65%-33.3pp | 97.91%-76.5pp |
| Employer contribution / active EE | $7,900 | $2,246+251.7% | $2,731+189.3% | $2,405+228.5% |
| Participant deferral / active EE | $18,227 | $4,458+308.8% | $4,487+306.2% | $4,131+341.2% |
| Admin fee / account holder | -$64 | $255-125.2% | $7,964-100.8% | $170-137.9% |