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 | $304 |
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 | $134,522 | $51,045+163.5% | $70,515+90.8% | $71,457+88.3% |
| Participation rate | 78.2% | 59.4%+18.8pp | 68.3%+9.9pp | 67.9%+10.3pp |
| Annual return | 20.40% | 42.63%-22.2pp | 32.77%-12.4pp | 28.85%-8.5pp |
| Employer contribution / active EE | $952 | $1,790-46.8% | $2,973-68.0% | $2,588-63.2% |
| Participant deferral / active EE | $4,330 | $3,026+43.1% | $4,567-5.2% | $4,289+1.0% |
| Admin fee / account holder | $7 | $1,994-99.6% | $6,412-99.9% | $1,587-99.6% |