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 | $35,998 |
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 | $38,705 | $78,976-51.0% | $100,383-61.4% | $74,546-48.1% |
| Participation rate | 83.3% | 79.5%+3.9pp | 81.5%+1.8pp | 67.2%+16.1pp |
| Annual return | 22.81% | 20.62%+2.2pp | 49.26%-26.5pp | 1366.03%-1343.2pp |
| Employer contribution / active EE | $1,034 | $3,019-65.8% | $3,944-73.8% | $2,624-60.6% |
| Participant deferral / active EE | $6,349 | $7,758-18.2% | $8,086-21.5% | $4,347+46.0% |
| Admin fee / account holder | $177 | $1,330-86.7% | $7,900-97.8% | $1,944-90.9% |