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 | $67,508 |
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 | $129,809 | $49,468+162.4% | $150,298-13.6% | $103,975+24.8% |
| Participation rate | 97.7% | 58.1%+39.6pp | 77.8%+19.9pp | 72.5%+25.2pp |
| Annual return | 20.04% | 38.98%-18.9pp | 62.79%-42.7pp | 19.41%+0.6pp |
| Employer contribution / active EE | $8,535 | $1,670+411.2% | $4,154+105.5% | $3,722+129.3% |
| Participant deferral / active EE | $15,120 | $2,650+470.5% | $5,453+177.3% | $5,343+183.0% |
| Admin fee / account holder | $29 | $385-92.4% | $14,116-99.8% | $332-91.2% |