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 | -$26,035 |
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 | $67,466 | $51,045+32.2% | $70,515-4.3% | $71,457-5.6% |
| Participation rate | 96.3% | 59.4%+36.9pp | 68.3%+28.0pp | 67.9%+28.4pp |
| Annual return | 14.47% | 42.63%-28.2pp | 32.77%-18.3pp | 28.85%-14.4pp |
| Employer contribution / active EE | $1,482 | $1,790-17.2% | $2,973-50.2% | $2,588-42.7% |
| Participant deferral / active EE | $5,097 | $3,026+68.4% | $4,567+11.6% | $4,289+18.8% |
| Admin fee / account holder | -$97 | $1,994-104.9% | $6,412-101.5% | $1,587-106.1% |