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 | $9,283 |
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 | $96,494 | $82,202+17.4% | $125,339-23.0% | $64,808+48.9% |
| Participation rate | 89.2% | 77.9%+11.4pp | 82.4%+6.9pp | 71.5%+17.8pp |
| Annual return | -4.12% | 3.48%-7.6pp | 572.05%-576.2pp | 32.82%-36.9pp |
| Employer contribution / active EE | $4,746 | $3,615+31.3% | $4,814-1.4% | $2,506+89.4% |
| Participant deferral / active EE | $15,076 | $7,175+110.1% | $7,446+102.5% | $4,310+249.8% |
| Admin fee / account holder | $20 | $163-87.5% | $10,010-99.8% | $188-89.2% |