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 | $72,377 |
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 | $157,337 | $111,491+41.1% | $189,513-17.0% | $86,799+81.3% |
| Participation rate | 92.5% | 87.3%+5.2pp | 87.8%+4.7pp | 72.3%+20.3pp |
| Annual return | 19.02% | 83.50%-64.5pp | 555.15%-536.1pp | 97.91%-78.9pp |
| Employer contribution / active EE | $4,368 | $3,951+10.6% | $6,162-29.1% | $2,405+81.6% |
| Participant deferral / active EE | $16,187 | $6,437+151.5% | $8,221+96.9% | $4,131+291.8% |
| Admin fee / account holder | $98 | $189-48.1% | $12,045-99.2% | $170-42.3% |