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 | $20,469 |
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 | $97,054 | $80,705+20.3% | $115,768-16.2% | $67,986+42.8% |
| Participation rate | 73.8% | 63.0%+10.8pp | 74.4%-0.6pp | 57.2%+16.6pp |
| Annual return | 16.08% | 18.49%-2.4pp | 100.46%-84.4pp | 31.67%-15.6pp |
| Employer contribution / active EE | $603 | $2,046-70.5% | $2,940-79.5% | $2,019-70.1% |
| Participant deferral / active EE | $2,693 | $3,559-24.3% | $4,917-45.2% | $3,358-19.8% |
| Admin fee / account holder | $282 | $4,135-93.2% | $12,439-97.7% | $3,203-91.2% |