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 | $49,266 |
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 | $107,652 | $86,897+23.9% | $151,611-29.0% | $64,808+66.1% |
| Participation rate | 97.3% | 87.3%+10.1pp | 87.5%+9.8pp | 71.5%+25.9pp |
| Annual return | -15.25% | -3.57%-11.7pp | 3.33%-18.6pp | 32.82%-48.1pp |
| Employer contribution / active EE | $7,356 | $4,010+83.4% | $6,166+19.3% | $2,506+193.5% |
| Participant deferral / active EE | $7,838 | $6,690+17.2% | $8,363-6.3% | $4,310+81.8% |
| Admin fee / account holder | $139 | $153-9.3% | $11,616-98.8% | $188-26.1% |