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 | $1,485 |
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 | $68,372 | $84,487-19.1% | $125,339-45.5% | $66,914+2.2% |
| Participation rate | 89.9% | 76.4%+13.5pp | 82.4%+7.5pp | 69.8%+20.1pp |
| Annual return | -17.55% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $9,777 | $3,553+175.2% | $4,814+103.1% | $2,544+284.3% |
| Participant deferral / active EE | $13,643 | $6,781+101.2% | $7,446+83.2% | $4,237+222.0% |
| Admin fee / account holder | $6 | $685-99.1% | $10,010-99.9% | $593-99.0% |