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 | -$5,009 |
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 | $117,460 | $91,407+28.5% | $135,903-13.6% | $71,457+64.4% |
| Participation rate | 97.6% | 75.7%+22.0pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 22.23% | 29.90%-7.7pp | 68.23%-46.0pp | 28.85%-6.6pp |
| Employer contribution / active EE | $5,112 | $3,703+38.0% | $4,856+5.3% | $2,588+97.6% |
| Participant deferral / active EE | $7,922 | $7,092+11.7% | $7,758+2.1% | $4,289+84.7% |
| Admin fee / account holder | -$29 | $1,266-102.3% | $10,762-100.3% | $1,587-101.8% |