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 | -$1,519 |
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 | $244,500 | $44,960+443.8% | $84,966+187.8% | $74,495+228.2% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 21.42% | 26.24%-4.8pp | 66.38%-45.0pp | 1364.94%-1343.5pp |
| Employer contribution / active EE | $22,022 | $1,457+1411.3% | $2,727+707.5% | $2,623+739.6% |
| Participant deferral / active EE | $19,044 | $2,731+597.4% | $4,519+321.4% | $4,346+338.2% |
| Admin fee / account holder | -$9 | $2,209-100.4% | $6,149-100.1% | $1,942-100.5% |