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 | $32,318 |
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 | $232,334 | $91,407+154.2% | $135,903+71.0% | $71,457+225.1% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.3pp | 67.9%+31.2pp |
| Annual return | 21.71% | 29.90%-8.2pp | 68.23%-46.5pp | 28.85%-7.1pp |
| Employer contribution / active EE | $12,060 | $3,703+225.6% | $4,856+148.3% | $2,588+366.1% |
| Participant deferral / active EE | $16,047 | $7,092+126.3% | $7,758+106.8% | $4,289+274.2% |
| Admin fee / account holder | $215 | $1,266-83.0% | $10,762-98.0% | $1,587-86.5% |