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 | $1,638 |
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 | $93,942 | $106,028-11.4% | $146,958-36.1% | $77,643+21.0% |
| Participation rate | 91.9% | 78.4%+13.6pp | 82.2%+9.8pp | 70.6%+21.3pp |
| Annual return | 20.50% | 56.73%-36.2pp | 418.34%-397.8pp | 31.24%-10.7pp |
| Employer contribution / active EE | $3,192 | $4,063-21.4% | $4,933-35.3% | $2,726+17.1% |
| Participant deferral / active EE | $17,568 | $7,990+119.9% | $8,070+117.7% | $4,647+278.0% |
| Admin fee / account holder | $4 | $337-98.8% | $12,998-100.0% | $430-99.0% |