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 8-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 | $1,475 |
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 | $188,431 | $58,264+223.4% | $86,612+117.6% | $71,457+163.7% |
| Participation rate | 83.7% | 65.0%+18.7pp | 71.7%+12.0pp | 67.9%+15.8pp |
| Annual return | 21.71% | 21.63%+0.1pp | 591.07%-569.4pp | 28.85%-7.1pp |
| Employer contribution / active EE | $3,883 | $2,574+50.8% | $3,022+28.5% | $2,588+50.1% |
| Participant deferral / active EE | $4,473 | $3,436+30.2% | $4,438+0.8% | $4,289+4.3% |
| Admin fee / account holder | $28 | $1,057-97.3% | $5,614-99.5% | $1,587-98.2% |