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 | $11,413 |
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 | $175,393 | $71,516+145.2% | $98,439+78.2% | $71,457+145.5% |
| Participation rate | 98.6% | 72.7%+25.9pp | 75.2%+23.4pp | 67.9%+30.7pp |
| Annual return | 20.29% | 32.41%-12.1pp | 21.16%-0.9pp | 28.85%-8.6pp |
| Employer contribution / active EE | $11,990 | $2,399+399.8% | $3,048+293.4% | $2,588+363.4% |
| Participant deferral / active EE | $19,680 | $4,109+379.0% | $4,738+315.4% | $4,289+358.9% |
| Admin fee / account holder | $48 | $1,675-97.1% | $8,948-99.5% | $1,587-97.0% |