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 | $423,060 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,901 | $135,240+91.4% | $169,993+52.3% | $96,393+168.6% |
| Participation rate | 91.8% | 86.5%+5.3pp | 87.0%+4.8pp | 71.3%+20.6pp |
| Annual return | 19.66% | 22.04%-2.4pp | 53.37%-33.7pp | 22.88%-3.2pp |
| Employer contribution / active EE | $5,954 | $5,029+18.4% | $6,785-12.3% | $3,238+83.8% |
| Participant deferral / active EE | $15,129 | $8,138+85.9% | $10,408+45.4% | $5,455+177.4% |
| Admin fee / account holder | $28 | $85-67.0% | $12,815-99.8% | $74-62.1% |