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 | $117,529 |
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 | $406,611 | $331,159+22.8% | $112,887+260.2% | $74,419+446.4% |
| Participation rate | 97.8% | 81.4%+16.5pp | 80.5%+17.3pp | 70.7%+27.1pp |
| Annual return | 24.28% | 21.62%+2.7pp | 34.10%-9.8pp | 34.38%-10.1pp |
| Employer contribution / active EE | $9,897 | $5,469+81.0% | $4,563+116.9% | $2,637+275.3% |
| Participant deferral / active EE | $14,954 | $8,097+84.7% | $6,513+129.6% | $4,528+230.3% |
| Admin fee / account holder | $115 | $281-58.9% | $7,047-98.4% | $348-66.8% |