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 | $48,832 |
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 | $125,347 | $145,877-14.1% | $150,045-16.5% | $102,872+21.8% |
| Participation rate | 89.1% | 79.8%+9.2pp | 82.3%+6.8pp | 73.0%+16.1pp |
| Annual return | 27.06% | 21.37%+5.7pp | 62.55%-35.5pp | 19.06%+8.0pp |
| Employer contribution / active EE | $7,989 | $4,710+69.6% | $4,693+70.2% | $3,526+126.5% |
| Participant deferral / active EE | $15,127 | $9,491+59.4% | $7,997+89.2% | $5,535+173.3% |
| Admin fee / account holder | $46 | $176-73.9% | $13,435-99.7% | $292-84.3% |