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 | $0 |
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 | $167,727 | $101,317+65.5% | $146,958+14.1% | $74,495+125.2% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.2%+11.7pp | 67.2%+26.6pp |
| Annual return | 13.97% | 8730.91%-8716.9pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $9,160 | $3,810+140.4% | $4,933+85.7% | $2,623+249.2% |
| Participant deferral / active EE | $12,884 | $7,303+76.4% | $8,070+59.7% | $4,346+196.5% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |