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 | $12,251 |
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 | $75,558 | $88,982-15.1% | $102,438-26.2% | $77,671-2.7% |
| Participation rate | 97.4% | 80.9%+16.4pp | 76.5%+20.9pp | 70.6%+26.8pp |
| Annual return | 17.04% | 25.01%-8.0pp | 29.37%-12.3pp | 31.21%-14.2pp |
| Employer contribution / active EE | $3,329 | $2,698+23.4% | $3,024+10.1% | $2,726+22.1% |
| Participant deferral / active EE | $6,240 | $5,144+21.3% | $5,054+23.5% | $4,648+34.3% |
| Admin fee / account holder | $18 | $236-92.2% | $9,448-99.8% | $430-95.7% |