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 | $29,029 |
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 | $57,151 | $82,202-30.5% | $125,339-54.4% | $64,808-11.8% |
| Participation rate | 98.5% | 77.9%+20.7pp | 82.4%+16.2pp | 71.5%+27.1pp |
| Annual return | -12.55% | 3.48%-16.0pp | 572.05%-584.6pp | 32.82%-45.4pp |
| Employer contribution / active EE | $4,512 | $3,615+24.8% | $4,814-6.3% | $2,506+80.1% |
| Participant deferral / active EE | $14,095 | $7,175+96.4% | $7,446+89.3% | $4,310+227.0% |
| Admin fee / account holder | $67 | $163-59.0% | $10,010-99.3% | $188-64.4% |