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 | $3,479 |
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 | $273,406 | $62,132+340.0% | $185,823+47.1% | $73,488+272.0% |
| Participation rate | 99.2% | 67.8%+31.4pp | 78.0%+21.2pp | 70.7%+28.5pp |
| Annual return | 20.28% | 20.44%-0.2pp | 35.95%-15.7pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,181 | $1,681+29.7% | $4,087-46.6% | $2,270-3.9% |
| Participant deferral / active EE | $9,111 | $3,711+145.5% | $5,632+61.8% | $3,740+143.6% |
| Admin fee / account holder | $18 | $419-95.7% | $9,500-99.8% | $513-96.5% |