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 3-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 | $419 |
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 | $43,523 | $82,202-47.1% | $125,339-65.3% | $64,808-32.8% |
| Participation rate | 81.6% | 77.9%+3.7pp | 82.4%-0.8pp | 71.5%+10.1pp |
| Annual return | 0.00% | 3.48%-3.5pp | 572.05%-572.1pp | 32.82%-32.8pp |
| Employer contribution / active EE | $1,433 | $3,615-60.4% | $4,814-70.2% | $2,506-42.8% |
| Participant deferral / active EE | $3,808 | $7,175-46.9% | $7,446-48.9% | $4,310-11.6% |
| Admin fee / account holder | $6 | $163-96.0% | $10,010-99.9% | $188-96.6% |