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 | $307,262 |
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 | $40,066 | $44,897-10.8% | $85,009-52.9% | $199,768-79.9% |
| Participation rate | 90.7% | 45.7%+45.0pp | 67.5%+23.2pp | 72.0%+18.7pp |
| Annual return | 16.96% | 20.96%-4.0pp | 66.47%-49.5pp | 34.26%-17.3pp |
| Employer contribution / active EE | $1,153 | $1,365-15.5% | $2,728-57.7% | $3,037-62.0% |
| Participant deferral / active EE | $4,350 | $2,668+63.0% | $4,522-3.8% | $5,090-14.5% |
| Admin fee / account holder | $77 | $584-86.9% | $6,153-98.8% | $269-71.6% |