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 5-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 | $36,603 |
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 | $210,870 | $79,428+165.5% | $106,548+97.9% | $79,386+165.6% |
| Participation rate | 97.0% | 74.1%+22.8pp | 76.1%+20.8pp | 70.7%+26.3pp |
| Annual return | 23.33% | 18.27%+5.1pp | 26.80%-3.5pp | 116.85%-93.5pp |
| Employer contribution / active EE | $6,638 | $2,234+197.1% | $2,819+135.5% | $2,427+173.5% |
| Participant deferral / active EE | $13,337 | $3,823+248.9% | $4,398+203.2% | $4,046+229.7% |
| Admin fee / account holder | $143 | $523-72.6% | $7,407-98.1% | $626-77.1% |