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 9-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 | $102,829 |
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 | $31,120 | $64,612-51.8% | $86,436-64.0% | $64,808-52.0% |
| Participation rate | 82.2% | 81.5%+0.7pp | 80.3%+1.8pp | 71.5%+10.7pp |
| Annual return | -13.41% | 0.66%-14.1pp | 4394.89%-4408.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,951 | $2,744-28.9% | $3,769-48.2% | $2,506-22.1% |
| Participant deferral / active EE | $5,174 | $7,497-31.0% | $6,952-25.6% | $4,310+20.0% |
| Admin fee / account holder | $101 | $169-40.2% | $6,731-98.5% | $188-46.2% |