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 | $40,197 |
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 | $82,811 | $106,110-22.0% | $147,005-43.7% | $77,671+6.6% |
| Participation rate | 95.3% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 29.29% | 56.77%-27.5pp | 418.76%-389.5pp | 31.21%-1.9pp |
| Employer contribution / active EE | $2,376 | $4,065-41.5% | $4,934-51.8% | $2,726-12.8% |
| Participant deferral / active EE | $18,201 | $7,992+127.8% | $8,070+125.6% | $4,648+291.6% |
| Admin fee / account holder | $31 | $338-90.7% | $13,006-99.8% | $430-92.7% |