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 | $6,506 |
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 | $67,736 | $65,435+3.5% | $86,677-21.9% | $66,914+1.2% |
| Participation rate | 88.6% | 75.5%+13.2pp | 76.6%+12.1pp | 69.8%+18.8pp |
| Annual return | -16.80% | -10.89%-5.9pp | 35.91%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,304 | $2,153-39.4% | $2,836-54.0% | $2,544-48.7% |
| Participant deferral / active EE | $3,659 | $4,100-10.8% | $4,656-21.4% | $4,237-13.6% |
| Admin fee / account holder | $30 | $642-95.3% | $7,493-99.6% | $593-94.9% |