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 | $15,956 |
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 | $128,908 | $122,239+5.5% | $184,203-30.0% | $74,495+73.0% |
| Participation rate | 72.7% | 85.5%-12.8pp | 86.8%-14.1pp | 67.2%+5.5pp |
| Annual return | 15.36% | 19.95%-4.6pp | 28.81%-13.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $3,220 | $4,537-29.0% | $6,427-49.9% | $2,623+22.8% |
| Participant deferral / active EE | $10,402 | $7,139+45.7% | $9,131+13.9% | $4,346+139.4% |
| Admin fee / account holder | $111 | $1,260-91.2% | $13,901-99.2% | $1,942-94.3% |