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 | $76,638 |
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 | $152,589 | $100,227+52.2% | $169,993-10.2% | $74,419+105.0% |
| Participation rate | 91.5% | 87.3%+4.2pp | 87.0%+4.5pp | 70.7%+20.8pp |
| Annual return | 25.50% | 66.08%-40.6pp | 53.37%-27.9pp | 34.38%-8.9pp |
| Employer contribution / active EE | $4,183 | $4,263-1.9% | $6,785-38.3% | $2,637+58.6% |
| Participant deferral / active EE | $21,350 | $7,143+198.9% | $10,408+105.1% | $4,528+371.5% |
| Admin fee / account holder | $83 | $234-64.8% | $12,815-99.4% | $348-76.2% |