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 | $4,705 |
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 | $179,047 | $79,171+126.2% | $102,423+74.8% | $74,495+140.3% |
| Participation rate | 94.7% | 74.8%+19.9pp | 76.5%+18.2pp | 67.2%+27.5pp |
| Annual return | 18.57% | 54.93%-36.4pp | 29.32%-10.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $3,773 | $2,362+59.7% | $3,023+24.8% | $2,623+43.8% |
| Participant deferral / active EE | $7,583 | $4,415+71.7% | $5,053+50.1% | $4,346+74.5% |
| Admin fee / account holder | $37 | $2,001-98.1% | $9,451-99.6% | $1,942-98.1% |