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 7-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 | $13,232 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,950 | $77,899+341.5% | $149,673+129.8% | $75,163+357.6% |
| Participation rate | 99.0% | 65.6%+33.4pp | 78.8%+20.2pp | 67.2%+31.8pp |
| Annual return | 21.97% | 31.72%-9.7pp | 134.42%-112.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $20,797 | $3,137+562.9% | $4,818+331.7% | $2,670+679.0% |
| Participant deferral / active EE | $21,511 | $3,411+530.6% | $5,680+278.7% | $4,125+421.5% |
| Admin fee / account holder | $86 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |