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 | $12,082 |
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 | $122,090 | $81,357+50.1% | $75,972+60.7% | $199,593-38.8% |
| Participation rate | 98.8% | 69.9%+28.9pp | 69.1%+29.7pp | 72.0%+26.8pp |
| Annual return | 24.84% | 16.32%+8.5pp | 359.55%-334.7pp | 34.25%-9.4pp |
| Employer contribution / active EE | $12,698 | $3,341+280.1% | $2,685+372.9% | $3,034+318.5% |
| Participant deferral / active EE | $33,474 | $4,710+610.7% | $4,255+686.6% | $5,087+558.1% |
| Admin fee / account holder | $2 | $144-98.9% | $6,467-100.0% | $269-99.4% |