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 | -$48,458 |
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 | $121,359 | $52,122+132.8% | $104,294+16.4% | $64,808+87.3% |
| Participation rate | 98.0% | 56.0%+42.0pp | 73.3%+24.7pp | 71.5%+26.5pp |
| Annual return | -14.26% | 13.26%-27.5pp | 24.61%-38.9pp | 32.82%-47.1pp |
| Employer contribution / active EE | $5,677 | $1,627+249.0% | $3,372+68.4% | $2,506+126.6% |
| Participant deferral / active EE | $8,103 | $2,823+187.0% | $4,625+75.2% | $4,310+88.0% |
| Admin fee / account holder | -$45 | $155-129.1% | $7,339-100.6% | $188-123.9% |