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 | -$53,744 |
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 | $143,513 | $95,274+50.6% | $135,903+5.6% | $74,419+92.8% |
| Participation rate | 95.3% | 78.2%+17.1pp | 81.9%+13.4pp | 70.7%+24.5pp |
| Annual return | 23.20% | 32.77%-9.6pp | 68.23%-45.0pp | 34.38%-11.2pp |
| Employer contribution / active EE | $4,678 | $3,874+20.7% | $4,856-3.7% | $2,637+77.4% |
| Participant deferral / active EE | $16,582 | $7,782+113.1% | $7,758+113.7% | $4,528+266.2% |
| Admin fee / account holder | -$39 | $266-114.6% | $10,762-100.4% | $348-111.2% |