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 | $7,737 |
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 | $114,202 | $93,131+22.6% | $106,548+7.2% | $86,799+31.6% |
| Participation rate | 95.1% | 81.4%+13.7pp | 76.1%+19.0pp | 72.3%+22.9pp |
| Annual return | 19.63% | 19.45%+0.2pp | 26.80%-7.2pp | 97.91%-78.3pp |
| Employer contribution / active EE | $4,658 | $2,895+60.9% | $2,819+65.2% | $2,405+93.6% |
| Participant deferral / active EE | $9,891 | $4,708+110.1% | $4,398+124.9% | $4,131+139.4% |
| Admin fee / account holder | $88 | $145-39.5% | $7,407-98.8% | $170-48.2% |