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 3-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 | -$8,608 |
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 | $94,048 | $62,624+50.2% | $177,989-47.2% | $77,643+21.1% |
| Participation rate | 91.5% | 66.8%+24.7pp | 77.1%+14.4pp | 70.6%+21.0pp |
| Annual return | 17.18% | 16.16%+1.0pp | 294.48%-277.3pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,853 | $1,909-2.9% | $3,949-53.1% | $2,726-32.0% |
| Participant deferral / active EE | $7,347 | $4,219+74.1% | $6,276+17.1% | $4,647+58.1% |
| Admin fee / account holder | -$14 | $386-103.6% | $10,363-100.1% | $430-103.2% |