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 | $17,743 |
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 | $26,933 | $82,202-67.2% | $125,339-78.5% | $64,808-58.4% |
| Participation rate | 95.7% | 77.9%+17.8pp | 82.4%+13.3pp | 71.5%+24.2pp |
| Annual return | -2.44% | 3.48%-5.9pp | 572.05%-574.5pp | 32.82%-35.3pp |
| Employer contribution / active EE | $5,359 | $3,615+48.2% | $4,814+11.3% | $2,506+113.9% |
| Participant deferral / active EE | $11,737 | $7,175+63.6% | $7,446+57.6% | $4,310+172.3% |
| Admin fee / account holder | $54 | $163-67.2% | $10,010-99.5% | $188-71.5% |