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 | $2,347 |
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 | $68,966 | $64,612+6.7% | $86,436-20.2% | $64,808+6.4% |
| Participation rate | 87.1% | 81.5%+5.6pp | 80.3%+6.7pp | 71.5%+15.6pp |
| Annual return | -15.61% | 0.66%-16.3pp | 4394.89%-4410.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $5,882 | $2,744+114.3% | $3,769+56.1% | $2,506+134.7% |
| Participant deferral / active EE | $13,253 | $7,497+76.8% | $6,952+90.7% | $4,310+207.5% |
| Admin fee / account holder | $3 | $169-98.3% | $6,731-100.0% | $188-98.5% |