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 6-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 | $7,780 |
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 | $25,564 | $72,482-64.7% | $129,110-80.2% | $64,808-60.6% |
| Participation rate | 80.1% | 79.2%+0.9pp | 77.3%+2.9pp | 71.5%+8.7pp |
| Annual return | -17.33% | -9.08%-8.2pp | -10.94%-6.4pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,857 | $4,247-32.7% | $5,052-43.4% | $2,506+14.0% |
| Participant deferral / active EE | $3,335 | $5,679-41.3% | $6,542-49.0% | $4,310-22.6% |
| Admin fee / account holder | $12 | $144-91.9% | $14,302-99.9% | $188-93.8% |