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 | $222,521 |
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 | $105,009 | $125,578-16.4% | $86,436+21.5% | $89,394+17.5% |
| Participation rate | 98.4% | 86.1%+12.2pp | 80.3%+18.1pp | 71.3%+27.1pp |
| Annual return | -16.11% | -16.42%+0.3pp | 4394.89%-4411.0pp | -11.89%-4.2pp |
| Employer contribution / active EE | $10,405 | $4,137+151.5% | $3,769+176.1% | $3,022+244.3% |
| Participant deferral / active EE | $22,850 | $9,976+129.0% | $6,952+228.7% | $5,123+346.0% |
| Admin fee / account holder | $2 | $94-98.0% | $6,731-100.0% | $79-97.7% |