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 | $18,490 |
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 | $86,013 | $89,808-4.2% | $100,391-14.3% | $77,643+10.8% |
| Participation rate | 77.5% | 81.2%-3.7pp | 81.5%-4.0pp | 70.6%+6.9pp |
| Annual return | 29.79% | 20.62%+9.2pp | 49.20%-19.4pp | 31.24%-1.4pp |
| Employer contribution / active EE | $3,395 | $3,039+11.7% | $3,942-13.9% | $2,726+24.6% |
| Participant deferral / active EE | $9,874 | $8,284+19.2% | $8,082+22.2% | $4,647+112.5% |
| Admin fee / account holder | $89 | $174-48.9% | $7,899-98.9% | $430-79.3% |