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 | -$114,624 |
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 | $49,742 | $37,317+33.3% | $77,024-35.4% | $77,904-36.1% |
| Participation rate | 97.5% | 46.9%+50.7pp | 67.9%+29.6pp | 73.7%+23.8pp |
| Annual return | -12.77% | -5.88%-6.9pp | 42.32%-55.1pp | 12.21%-25.0pp |
| Employer contribution / active EE | $2,375 | $1,218+94.9% | $2,812-15.6% | $2,848-16.6% |
| Participant deferral / active EE | $12,521 | $2,564+388.3% | $4,426+182.9% | $4,806+160.5% |
| Admin fee / account holder | -$21 | $126-116.4% | $5,425-100.4% | $133-115.5% |