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 | $157,983 |
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 | $77,015 | $45,031+71.0% | $84,966-9.4% | $77,643-0.8% |
| Participation rate | 94.5% | 48.7%+45.9pp | 67.5%+27.0pp | 70.6%+24.0pp |
| Annual return | 21.19% | 79.22%-58.0pp | 66.38%-45.2pp | 31.24%-10.0pp |
| Employer contribution / active EE | $3,657 | $1,609+127.2% | $2,727+34.1% | $2,726+34.2% |
| Participant deferral / active EE | $13,762 | $2,807+390.2% | $4,519+204.5% | $4,647+196.1% |
| Admin fee / account holder | $106 | $912-88.4% | $6,149-98.3% | $430-75.5% |