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 | $2,300 |
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 | $60,609 | $49,922+21.4% | $80,569-24.8% | $75,163-19.4% |
| Participation rate | 95.5% | 55.3%+40.2pp | 67.0%+28.5pp | 67.2%+28.3pp |
| Annual return | 15.31% | 34.69%-19.4pp | 935.43%-920.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,437 | $1,698-15.4% | $2,723-47.3% | $2,670-46.2% |
| Participant deferral / active EE | $5,851 | $2,990+95.7% | $4,447+31.6% | $4,125+41.8% |
| Admin fee / account holder | $35 | $3,577-99.0% | $5,377-99.4% | $5,651-99.4% |