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 | $219,547 |
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 | $142,321 | $110,299+29.0% | $102,423+39.0% | $199,593-28.7% |
| Participation rate | 98.7% | 86.3%+12.4pp | 76.5%+22.2pp | 72.0%+26.7pp |
| Annual return | 13.98% | 35.73%-21.8pp | 29.32%-15.3pp | 34.25%-20.3pp |
| Employer contribution / active EE | $4,011 | $3,603+11.3% | $3,023+32.7% | $3,034+32.2% |
| Participant deferral / active EE | $7,051 | $6,376+10.6% | $5,053+39.5% | $5,087+38.6% |
| Admin fee / account holder | $81 | $122-34.1% | $9,451-99.1% | $269-70.0% |