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 | -$25,093 |
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 | $56,428 | $44,764+26.1% | $68,791-18.0% | $64,808-12.9% |
| Participation rate | 83.9% | 64.8%+19.2pp | 69.0%+14.9pp | 71.5%+12.5pp |
| Annual return | -15.35% | -10.91%-4.4pp | -6.38%-9.0pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,346 | $1,775-24.2% | $2,655-49.3% | $2,506-46.3% |
| Participant deferral / active EE | $4,406 | $3,238+36.1% | $3,941+11.8% | $4,310+2.2% |
| Admin fee / account holder | -$86 | $151-157.0% | $4,932-101.7% | $188-145.9% |