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 | $102,709 |
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 | $145,162 | $104,631+38.7% | $98,439+47.5% | $80,160+81.1% |
| Participation rate | 99.9% | 87.5%+12.4pp | 75.2%+24.8pp | 72.9%+27.0pp |
| Annual return | 46.19% | 34.72%+11.5pp | 21.16%+25.0pp | 40.38%+5.8pp |
| Employer contribution / active EE | $9,884 | $4,517+118.8% | $3,048+224.3% | $2,978+231.9% |
| Participant deferral / active EE | $19,526 | $6,545+198.3% | $4,738+312.1% | $5,017+289.2% |
| Admin fee / account holder | $50 | $105-52.1% | $8,948-99.4% | $145-65.3% |