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 | $136,776 |
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 | $45,984 | $84,993-45.9% | $129,995-64.6% | $80,160-42.6% |
| Participation rate | 97.4% | 79.5%+17.9pp | 78.5%+18.9pp | 72.9%+24.5pp |
| Annual return | 19.16% | 23.76%-4.6pp | -137.18%+156.3pp | 40.38%-21.2pp |
| Employer contribution / active EE | $1,587 | $3,051-48.0% | $4,320-63.3% | $2,978-46.7% |
| Participant deferral / active EE | $4,489 | $4,984-9.9% | $5,820-22.9% | $5,017-10.5% |
| Admin fee / account holder | $66 | $391-83.2% | $10,614-99.4% | $145-54.6% |