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 | $28,518 |
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 | $47,984 | $95,388-49.7% | $125,339-61.7% | $77,904-38.4% |
| Participation rate | 95.9% | 78.6%+17.3pp | 82.4%+13.5pp | 73.7%+22.2pp |
| Annual return | -5.47% | 116.19%-121.7pp | 572.05%-577.5pp | 12.21%-17.7pp |
| Employer contribution / active EE | $2,503 | $3,666-31.7% | $4,814-48.0% | $2,848-12.1% |
| Participant deferral / active EE | $17,889 | $7,711+132.0% | $7,446+140.2% | $4,806+272.2% |
| Admin fee / account holder | $4 | $119-96.4% | $10,010-100.0% | $133-96.7% |