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 | $57,610+125.3% | $154,803-16.1% | $102,872+26.2% |
| Participation rate | 97.7% | 59.5%+38.2pp | 78.1%+19.6pp | 73.0%+24.7pp |
| Annual return | 20.04% | 30.49%-10.4pp | 58.88%-38.8pp | 19.06%+1.0pp |
| Employer contribution / active EE | $8,535 | $1,883+353.2% | $4,305+98.2% | $3,526+142.0% |
| Participant deferral / active EE | $15,120 | $2,914+418.8% | $5,540+172.9% | $5,535+173.2% |
| Admin fee / account holder | $29 | $368-92.1% | $14,329-99.8% | $292-90.0% |