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 | -$92,220 |
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 | $80,330 | $91,372-12.1% | $129,995-38.2% | $74,419+7.9% |
| Participation rate | 96.7% | 77.8%+18.9pp | 78.5%+18.2pp | 70.7%+25.9pp |
| Annual return | 21.76% | 23.21%-1.4pp | -137.18%+158.9pp | 34.38%-12.6pp |
| Employer contribution / active EE | $1,907 | $2,563-25.6% | $4,320-55.9% | $2,637-27.7% |
| Participant deferral / active EE | $5,967 | $4,721+26.4% | $5,820+2.5% | $4,528+31.8% |
| Admin fee / account holder | -$97 | $283-134.1% | $10,614-100.9% | $348-127.8% |