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 | $354,590 |
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 | $157,493 | $141,418+11.4% | $94,646+66.4% | $96,393+63.4% |
| Participation rate | 98.2% | 86.8%+11.3pp | 80.8%+17.3pp | 71.3%+26.9pp |
| Annual return | 25.67% | 21.96%+3.7pp | 156.71%-131.0pp | 22.88%+2.8pp |
| Employer contribution / active EE | $13,122 | $4,361+200.9% | $3,672+257.3% | $3,238+305.2% |
| Participant deferral / active EE | $29,510 | $10,695+175.9% | $7,418+297.8% | $5,455+441.0% |
| Admin fee / account holder | $3 | $82-96.9% | $7,231-100.0% | $74-96.6% |