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 | $2,581 |
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 | $211,071 | $100,227+110.6% | $169,993+24.2% | $74,419+183.6% |
| Participation rate | 98.9% | 87.3%+11.5pp | 87.0%+11.9pp | 70.7%+28.1pp |
| Annual return | 25.47% | 66.08%-40.6pp | 53.37%-27.9pp | 34.38%-8.9pp |
| Employer contribution / active EE | $12,331 | $4,263+189.2% | $6,785+81.7% | $2,637+367.5% |
| Participant deferral / active EE | $17,953 | $7,143+151.3% | $10,408+72.5% | $4,528+296.5% |
| Admin fee / account holder | $4 | $234-98.2% | $12,815-100.0% | $348-98.8% |