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 | $22,970 |
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 | $210,913 | $82,664+155.1% | $125,339+68.3% | $68,494+207.9% |
| Participation rate | 87.7% | 75.0%+12.6pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -5.73% | -5.97%+0.2pp | 572.05%-577.8pp | -7.84%+2.1pp |
| Employer contribution / active EE | $2,337 | $3,381-30.9% | $4,814-51.4% | $2,596-10.0% |
| Participant deferral / active EE | $7,232 | $6,110+18.4% | $7,446-2.9% | $4,027+79.6% |
| Admin fee / account holder | $205 | $6,275-96.7% | $10,010-98.0% | $5,403-96.2% |