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 | $1,857 |
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 | $78,981 | $87,125-9.3% | $108,410-27.1% | $86,799-9.0% |
| Participation rate | 88.5% | 80.5%+8.0pp | 80.1%+8.4pp | 72.3%+16.2pp |
| Annual return | 28.89% | 25.21%+3.7pp | 905.27%-876.4pp | 97.91%-69.0pp |
| Employer contribution / active EE | $5,013 | $2,477+102.4% | $3,558+40.9% | $2,405+108.4% |
| Participant deferral / active EE | $11,366 | $6,944+63.7% | $6,563+73.2% | $4,131+175.1% |
| Admin fee / account holder | $3 | $130-98.1% | $7,295-100.0% | $170-98.5% |