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 | $6,158 |
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 | $81,184 | $95,274-14.8% | $135,903-40.3% | $74,419+9.1% |
| Participation rate | 96.3% | 78.2%+18.1pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 23.51% | 32.77%-9.3pp | 68.23%-44.7pp | 34.38%-10.9pp |
| Employer contribution / active EE | $4,979 | $3,874+28.5% | $4,856+2.5% | $2,637+88.8% |
| Participant deferral / active EE | $9,436 | $7,782+21.3% | $7,758+21.6% | $4,528+108.4% |
| Admin fee / account holder | $10 | $266-96.2% | $10,762-99.9% | $348-97.1% |