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 | $67,985 |
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 | $53,241 | $140,190-62.0% | $115,756-54.0% | $77,904-31.7% |
| Participation rate | 70.8% | 81.0%-10.2pp | 77.1%-6.3pp | 73.7%-2.9pp |
| Annual return | -15.75% | -13.46%-2.3pp | 143.14%-158.9pp | 12.21%-28.0pp |
| Employer contribution / active EE | $1,898 | $3,169-40.1% | $3,793-50.0% | $2,848-33.4% |
| Participant deferral / active EE | $4,540 | $5,401-15.9% | $6,254-27.4% | $4,806-5.5% |
| Admin fee / account holder | $27 | $138-80.3% | $8,124-99.7% | $133-79.4% |