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 | -$10,171 |
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 | $106,311 | $82,664+28.6% | $125,339-15.2% | $68,494+55.2% |
| Participation rate | 82.4% | 75.0%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -18.28% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $4,617 | $3,381+36.6% | $4,814-4.1% | $2,596+77.8% |
| Participant deferral / active EE | $12,381 | $6,110+102.6% | $7,446+66.3% | $4,027+207.4% |
| Admin fee / account holder | -$64 | $6,275-101.0% | $10,010-100.6% | $5,403-101.2% |