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 7-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 | $102,816 |
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 | $100,848 | $95,274+5.9% | $135,903-25.8% | $74,419+35.5% |
| Participation rate | 94.1% | 78.2%+15.9pp | 81.9%+12.1pp | 70.7%+23.3pp |
| Annual return | 21.15% | 32.77%-11.6pp | 68.23%-47.1pp | 34.38%-13.2pp |
| Employer contribution / active EE | $3,301 | $3,874-14.8% | $4,856-32.0% | $2,637+25.2% |
| Participant deferral / active EE | $10,556 | $7,782+35.6% | $7,758+36.1% | $4,528+133.1% |
| Admin fee / account holder | $96 | $266-64.0% | $10,762-99.1% | $348-72.5% |