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 | $84,556+14.8% | $116,228-16.5% | $74,304+30.6% |
| Participation rate | 73.8% | 66.0%+7.8pp | 74.6%-0.7pp | 60.3%+13.5pp |
| Annual return | 16.08% | 18.35%-2.3pp | 90.06%-74.0pp | 29.43%-13.4pp |
| Employer contribution / active EE | $603 | $2,168-72.2% | $2,994-79.9% | $2,241-73.1% |
| Participant deferral / active EE | $2,693 | $3,814-29.4% | $4,953-45.6% | $3,767-28.5% |
| Admin fee / account holder | $282 | $3,792-92.6% | $11,989-97.6% | $2,969-90.5% |