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 | $16,622 |
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 | $248,349 | $125,758+97.5% | $169,993+46.1% | $75,163+230.4% |
| Participation rate | 96.4% | 83.6%+12.8pp | 87.0%+9.4pp | 67.2%+29.2pp |
| Annual return | 21.53% | 27.20%-5.7pp | 53.37%-31.8pp | 160.62%-139.1pp |
| Employer contribution / active EE | $18,827 | $4,615+308.0% | $6,785+177.5% | $2,670+605.2% |
| Participant deferral / active EE | $19,884 | $6,837+190.8% | $10,408+91.1% | $4,125+382.0% |
| Admin fee / account holder | $126 | $8,173-98.5% | $12,815-99.0% | $5,651-97.8% |