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 | $50,412 |
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 | $17,059 | $34,677-50.8% | $77,024-77.9% | $64,808-73.7% |
| Participation rate | 90.4% | 49.8%+40.5pp | 67.9%+22.5pp | 71.5%+18.9pp |
| Annual return | -18.22% | -5.33%-12.9pp | 42.32%-60.5pp | 32.82%-51.0pp |
| Employer contribution / active EE | $665 | $1,370-51.4% | $2,812-76.3% | $2,506-73.5% |
| Participant deferral / active EE | $3,284 | $2,556+28.5% | $4,426-25.8% | $4,310-23.8% |
| Admin fee / account holder | $127 | $179-28.9% | $5,425-97.7% | $188-32.4% |