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 | $28,639 |
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 | $65,354 | $120,450-45.7% | $159,436-59.0% | $93,030-29.7% |
| Participation rate | 89.4% | 78.0%+11.5pp | 82.8%+6.6pp | 73.9%+15.5pp |
| Annual return | 25.66% | 27.11%-1.4pp | 263.57%-237.9pp | 158.70%-133.0pp |
| Employer contribution / active EE | $4,928 | $3,526+39.8% | $4,829+2.0% | $2,706+82.1% |
| Participant deferral / active EE | $10,811 | $7,283+48.4% | $7,352+47.0% | $4,562+137.0% |
| Admin fee / account holder | $21 | $137-84.8% | $10,799-99.8% | $152-86.3% |