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 | $16,287 |
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 | $68,879 | $111,491-38.2% | $189,513-63.7% | $86,799-20.6% |
| Participation rate | 82.3% | 87.3%-5.0pp | 87.8%-5.5pp | 72.3%+10.0pp |
| Annual return | 17.27% | 83.50%-66.2pp | 555.15%-537.9pp | 97.91%-80.6pp |
| Employer contribution / active EE | $1,748 | $3,951-55.8% | $6,162-71.6% | $2,405-27.3% |
| Participant deferral / active EE | $4,966 | $6,437-22.8% | $8,221-39.6% | $4,131+20.2% |
| Admin fee / account holder | $71 | $189-62.3% | $12,045-99.4% | $170-58.0% |