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 | $40,202 |
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 | $77,379 | $121,599-36.4% | $135,903-43.1% | $103,482-25.2% |
| Participation rate | 86.9% | 76.2%+10.7pp | 81.9%+5.0pp | 73.3%+13.7pp |
| Annual return | 33.15% | 26.09%+7.1pp | 68.23%-35.1pp | 33.11%0pp |
| Employer contribution / active EE | $1,676 | $4,627-63.8% | $4,856-65.5% | $3,208-47.8% |
| Participant deferral / active EE | $18,868 | $7,782+142.5% | $7,758+143.2% | $5,207+262.3% |
| Admin fee / account holder | $6 | $76-91.9% | $10,762-99.9% | $114-94.6% |