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 | $36,231 |
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 | $121,535 | $89,808+35.3% | $100,383+21.1% | $77,671+56.5% |
| Participation rate | 97.9% | 81.2%+16.7pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 16.67% | 20.62%-4.0pp | 49.26%-32.6pp | 31.21%-14.5pp |
| Employer contribution / active EE | $4,908 | $3,039+61.5% | $3,944+24.5% | $2,726+80.0% |
| Participant deferral / active EE | $24,959 | $8,284+201.3% | $8,086+208.7% | $4,648+437.0% |
| Admin fee / account holder | $35 | $174-79.7% | $7,900-99.6% | $430-91.8% |