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 | $203,549 |
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 | $121,697 | $159,295-23.6% | $108,410+12.3% | $106,520+14.2% |
| Participation rate | 96.3% | 85.5%+10.8pp | 80.1%+16.2pp | 71.3%+25.0pp |
| Annual return | 26.66% | 17.79%+8.9pp | 905.27%-878.6pp | 19.28%+7.4pp |
| Employer contribution / active EE | $6,258 | $3,803+64.6% | $3,558+75.9% | $2,840+120.3% |
| Participant deferral / active EE | $20,967 | $9,392+123.3% | $6,563+219.5% | $4,948+323.8% |
| Admin fee / account holder | $1 | $99-98.8% | $7,295-100.0% | $75-98.4% |