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 | -$20,050 |
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 | $242,738 | $76,050+219.2% | $96,544+151.4% | $71,457+239.7% |
| Participation rate | 80.1% | 74.4%+5.7pp | 76.0%+4.2pp | 67.9%+12.2pp |
| Annual return | 16.38% | 22.81%-6.4pp | 25.84%-9.5pp | 28.85%-12.5pp |
| Employer contribution / active EE | $3,571 | $2,244+59.1% | $2,965+20.4% | $2,588+38.0% |
| Participant deferral / active EE | $8,825 | $4,215+109.4% | $4,851+81.9% | $4,289+105.8% |
| Admin fee / account holder | $8 | $2,707-99.7% | $8,252-99.9% | $1,587-99.5% |