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 | $43,655 |
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 | $246,739 | $101,317+143.5% | $146,958+67.9% | $74,495+231.2% |
| Participation rate | 91.4% | 75.5%+15.9pp | 82.2%+9.3pp | 67.2%+24.2pp |
| Annual return | 19.02% | 8730.91%-8711.9pp | 418.34%-399.3pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $9,608 | $3,810+152.2% | $4,933+94.8% | $2,623+266.3% |
| Participant deferral / active EE | $14,304 | $7,303+95.9% | $8,070+77.3% | $4,346+229.1% |
| Admin fee / account holder | $243 | $1,739-86.1% | $12,998-98.1% | $1,942-87.5% |