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 | $4,056 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,787 | $56,095-14.8% | $178,490-73.2% | $90,288-47.1% |
| Participation rate | 79.8% | 65.6%+14.3pp | 81.9%-2.1pp | 73.4%+6.5pp |
| Annual return | 37.87% | 28.81%+9.1pp | 151.07%-113.2pp | 53.97%-16.1pp |
| Employer contribution / active EE | $2,213 | $1,572+40.7% | $5,011-55.8% | $2,524-12.3% |
| Participant deferral / active EE | $7,161 | $2,669+168.3% | $5,202+37.7% | $4,232+69.2% |
| Admin fee / account holder | $2 | $101-97.8% | $13,984-100.0% | $114-98.1% |