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 | $9,470 |
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 | $81,112 | $104,475-22.4% | $159,436-49.1% | $79,386+2.2% |
| Participation rate | 91.1% | 76.6%+14.5pp | 82.8%+8.3pp | 70.7%+20.4pp |
| Annual return | 20.52% | 67.95%-47.4pp | 263.57%-243.1pp | 116.85%-96.3pp |
| Employer contribution / active EE | $9,122 | $3,417+167.0% | $4,829+88.9% | $2,427+275.8% |
| Participant deferral / active EE | $14,270 | $6,467+120.6% | $7,352+94.1% | $4,046+252.7% |
| Admin fee / account holder | $39 | $711-94.5% | $10,799-99.6% | $626-93.7% |