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 | $65,471 |
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 | $122,837 | $122,186+0.5% | $146,958-16.4% | $199,593-38.5% |
| Participation rate | 85.4% | 78.3%+7.1pp | 82.2%+3.2pp | 72.0%+13.4pp |
| Annual return | 20.36% | 30.56%-10.2pp | 418.34%-398.0pp | 34.25%-13.9pp |
| Employer contribution / active EE | $2,724 | $4,093-33.5% | $4,933-44.8% | $3,034-10.2% |
| Participant deferral / active EE | $17,432 | $8,502+105.0% | $8,070+116.0% | $5,087+242.7% |
| Admin fee / account holder | $35 | $179-80.4% | $12,998-99.7% | $269-86.9% |