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 | $24,700 |
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 | $161,998 | $91,407+77.2% | $135,903+19.2% | $71,457+126.7% |
| Participation rate | 98.0% | 75.7%+22.4pp | 81.9%+16.1pp | 67.9%+30.1pp |
| Annual return | 22.08% | 29.90%-7.8pp | 68.23%-46.2pp | 28.85%-6.8pp |
| Employer contribution / active EE | $9,209 | $3,703+148.6% | $4,856+89.6% | $2,588+255.9% |
| Participant deferral / active EE | $11,882 | $7,092+67.5% | $7,758+53.2% | $4,289+177.0% |
| Admin fee / account holder | $155 | $1,266-87.7% | $10,762-98.6% | $1,587-90.2% |