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 | -$26,319 |
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 | $139,439 | $62,723+122.3% | $142,863-2.4% | $86,799+60.6% |
| Participation rate | 97.6% | 62.6%+35.1pp | 71.9%+25.7pp | 72.3%+25.3pp |
| Annual return | 16.46% | 17.62%-1.2pp | 5637.54%-5621.1pp | 97.91%-81.4pp |
| Employer contribution / active EE | $12,316 | $1,627+657.1% | $4,144+197.2% | $2,405+412.0% |
| Participant deferral / active EE | $8,823 | $3,039+190.3% | $3,837+129.9% | $4,131+113.6% |
| Admin fee / account holder | -$62 | $140-144.4% | $6,560-100.9% | $170-136.5% |