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 | $13,420 |
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 | $76,487 | $84,487-9.5% | $125,339-39.0% | $66,914+14.3% |
| Participation rate | 96.5% | 76.4%+20.0pp | 82.4%+14.1pp | 69.8%+26.7pp |
| Annual return | -17.51% | -8.39%-9.1pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $5,859 | $3,553+64.9% | $4,814+21.7% | $2,544+130.3% |
| Participant deferral / active EE | $14,545 | $6,781+114.5% | $7,446+95.3% | $4,237+243.3% |
| Admin fee / account holder | $85 | $685-87.7% | $10,010-99.2% | $593-85.7% |