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 | $44,542 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $434,757 | $145,877+198.0% | $150,045+189.8% | $102,872+322.6% |
| Participation rate | 91.6% | 79.8%+11.8pp | 82.3%+9.3pp | 73.0%+18.6pp |
| Annual return | 23.16% | 21.37%+1.8pp | 62.55%-39.4pp | 19.06%+4.1pp |
| Employer contribution / active EE | $12,768 | $4,710+171.1% | $4,693+172.1% | $3,526+262.1% |
| Participant deferral / active EE | $9,680 | $9,491+2.0% | $7,997+21.0% | $5,535+74.9% |
| Admin fee / account holder | $35 | $176-80.0% | $13,435-99.7% | $292-88.0% |