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 | $5,915 |
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 | $48,168 | $91,372-47.3% | $129,995-62.9% | $74,419-35.3% |
| Participation rate | 84.4% | 77.8%+6.6pp | 78.5%+5.9pp | 70.7%+13.6pp |
| Annual return | 18.85% | 23.21%-4.4pp | -137.18%+156.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,105 | $2,563-56.9% | $4,320-74.4% | $2,637-58.1% |
| Participant deferral / active EE | $3,926 | $4,721-16.8% | $5,820-32.5% | $4,528-13.3% |
| Admin fee / account holder | $12 | $283-95.7% | $10,614-99.9% | $348-96.5% |