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 | -$243,052 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,462 | $58,290+434.3% | $98,442+216.4% | $86,799+258.8% |
| Participation rate | 98.4% | 68.3%+30.1pp | 73.3%+25.1pp | 72.3%+26.2pp |
| Annual return | 14.05% | 43.48%-29.4pp | 1492.73%-1478.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $9,819 | $2,008+389.1% | $2,960+231.8% | $2,405+308.2% |
| Participant deferral / active EE | $10,641 | $3,152+237.6% | $4,276+148.8% | $4,131+157.6% |
| Admin fee / account holder | $67 | $138-51.6% | $5,949-98.9% | $170-60.7% |