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 | $7,229 |
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 | $167,189 | $69,159+141.7% | $125,175+33.6% | $67,579+147.4% |
| Participation rate | 85.3% | 78.2%+7.1pp | 79.8%+5.5pp | 71.3%+14.0pp |
| Annual return | 26.00% | 27.12%-1.1pp | 43.79%-17.8pp | 378.56%-352.6pp |
| Employer contribution / active EE | $7,064 | $2,023+249.1% | $3,865+82.8% | $2,148+228.9% |
| Participant deferral / active EE | $12,971 | $3,700+250.6% | $4,937+162.7% | $3,539+266.5% |
| Admin fee / account holder | $8 | $142-94.3% | $9,702-99.9% | $142-94.3% |