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 7-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 | $2,590 |
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 | $68,169 | $78,781-13.5% | $100,516-32.2% | $73,409-7.1% |
| Participation rate | 87.4% | 80.0%+7.4pp | 79.4%+8.0pp | 72.2%+15.3pp |
| Annual return | 26.40% | 31.69%-5.3pp | 30.89%-4.5pp | 59.29%-32.9pp |
| Employer contribution / active EE | $6,014 | $2,420+148.6% | $3,418+76.0% | $2,234+169.3% |
| Participant deferral / active EE | $12,480 | $6,537+90.9% | $6,270+99.0% | $3,805+227.9% |
| Admin fee / account holder | $4 | $145-97.0% | $8,081-99.9% | $158-97.3% |