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 | $5,785 |
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 | $82,181 | $104,317-21.2% | $159,436-48.5% | $86,799-5.3% |
| Participation rate | 86.6% | 77.7%+8.9pp | 82.8%+3.8pp | 72.3%+14.3pp |
| Annual return | 20.10% | 26.32%-6.2pp | 263.57%-243.5pp | 97.91%-77.8pp |
| Employer contribution / active EE | $4,062 | $3,451+17.7% | $4,829-15.9% | $2,405+68.9% |
| Participant deferral / active EE | $7,415 | $6,837+8.5% | $7,352+0.9% | $4,131+79.5% |
| Admin fee / account holder | $11 | $172-93.4% | $10,799-99.9% | $170-93.3% |