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 | $14,698 |
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 | $24,324 | $50,982-52.3% | $154,803-84.3% | $85,563-71.6% |
| Participation rate | 94.8% | 59.8%+35.0pp | 78.1%+16.7pp | 66.0%+28.8pp |
| Annual return | 12.69% | 30.35%-17.7pp | 58.88%-46.2pp | 31.51%-18.8pp |
| Employer contribution / active EE | $1,122 | $1,708-34.3% | $4,305-73.9% | $2,654-57.7% |
| Participant deferral / active EE | $2,438 | $2,474-1.5% | $5,540-56.0% | $4,375-44.3% |
| Admin fee / account holder | $41 | $846-95.1% | $14,329-99.7% | $834-95.1% |