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 | $149,855 |
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 | $39,755 | $84,000-52.7% | $119,609-66.8% | $77,904-49.0% |
| Participation rate | 94.1% | 77.8%+16.3pp | 79.3%+14.9pp | 73.7%+20.4pp |
| Annual return | -16.03% | -11.59%-4.4pp | -14.97%-1.1pp | 12.21%-28.2pp |
| Employer contribution / active EE | $1,409 | $2,907-51.5% | $4,232-66.7% | $2,848-50.5% |
| Participant deferral / active EE | $3,989 | $4,705-15.2% | $5,602-28.8% | $4,806-17.0% |
| Admin fee / account holder | $77 | $116-33.8% | $10,323-99.3% | $133-42.2% |