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 | $10,170 |
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 | $134,215 | $65,061+106.3% | $143,757-6.6% | $66,914+100.6% |
| Participation rate | 94.1% | 65.2%+28.9pp | 80.3%+13.8pp | 69.8%+24.3pp |
| Annual return | -17.19% | -11.14%-6.1pp | -0.04%-17.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $5,094 | $2,361+115.8% | $4,951+2.9% | $2,544+100.2% |
| Participant deferral / active EE | $5,977 | $2,919+104.8% | $5,637+6.0% | $4,237+41.1% |
| Admin fee / account holder | $32 | $502-93.7% | $14,673-99.8% | $593-94.7% |