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 | $425 |
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 | $123,540 | $95,274+29.7% | $135,903-9.1% | $74,419+66.0% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 24.99% | 32.77%-7.8pp | 68.23%-43.2pp | 34.38%-9.4pp |
| Employer contribution / active EE | $6,093 | $3,874+57.3% | $4,856+25.5% | $2,637+131.0% |
| Participant deferral / active EE | $13,519 | $7,782+73.7% | $7,758+74.3% | $4,528+198.6% |
| Admin fee / account holder | $15 | $266-94.5% | $10,762-99.9% | $348-95.8% |