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 | $5,775 |
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 | $102,831 | $106,110-3.1% | $147,005-30.0% | $77,671+32.4% |
| Participation rate | 96.8% | 78.4%+18.4pp | 82.2%+14.7pp | 70.6%+26.2pp |
| Annual return | 21.91% | 56.77%-34.9pp | 418.76%-396.9pp | 31.21%-9.3pp |
| Employer contribution / active EE | $3,316 | $4,065-18.4% | $4,934-32.8% | $2,726+21.6% |
| Participant deferral / active EE | $21,549 | $7,992+169.7% | $8,070+167.0% | $4,648+363.6% |
| Admin fee / account holder | $10 | $338-97.0% | $13,006-99.9% | $430-97.7% |