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 | $1,873 |
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 | $34,138 | $53,165-35.8% | $86,188-60.4% | $74,419-54.1% |
| Participation rate | 73.4% | 64.9%+8.5pp | 69.0%+4.4pp | 70.7%+2.7pp |
| Annual return | 20.28% | 22.64%-2.4pp | 1168.45%-1148.2pp | 34.38%-14.1pp |
| Employer contribution / active EE | $566 | $1,210-53.2% | $2,380-76.2% | $2,637-78.5% |
| Participant deferral / active EE | $1,922 | $3,234-40.6% | $3,985-51.8% | $4,528-57.6% |
| Admin fee / account holder | $6 | $551-99.0% | $6,852-99.9% | $348-98.3% |