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 | $47,124 |
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 | $121,263 | $96,018+26.3% | $65,493+85.2% | $85,563+41.7% |
| Participation rate | 95.7% | 74.8%+20.9pp | 73.1%+22.6pp | 66.0%+29.7pp |
| Annual return | 23.07% | 14.51%+8.6pp | 982.45%-959.4pp | 31.51%-8.4pp |
| Employer contribution / active EE | $6,199 | $3,235+91.6% | $2,574+140.8% | $2,654+133.6% |
| Participant deferral / active EE | $13,986 | $4,055+245.0% | $3,961+253.1% | $4,375+219.7% |
| Admin fee / account holder | $104 | $271-61.7% | $5,028-97.9% | $834-87.6% |