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 | $19,046 |
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 | $45,954 | $51,197-10.2% | $82,719-44.4% | $66,914-31.3% |
| Participation rate | 96.1% | 67.8%+28.3pp | 72.6%+23.5pp | 69.8%+26.3pp |
| Annual return | -17.83% | -9.64%-8.2pp | 701.18%-719.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $776 | $2,611-70.3% | $3,009-74.2% | $2,544-69.5% |
| Participant deferral / active EE | $4,390 | $3,458+27.0% | $4,395-0.1% | $4,237+3.6% |
| Admin fee / account holder | $118 | $416-71.5% | $5,329-97.8% | $593-80.1% |