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 | -$1,222 |
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 | $84,207 | $122,693-31.4% | $184,203-54.3% | $199,593-57.8% |
| Participation rate | 87.8% | 86.8%+1.0pp | 86.8%+1.0pp | 72.0%+15.9pp |
| Annual return | 17.88% | 143.91%-126.0pp | 28.81%-10.9pp | 34.25%-16.4pp |
| Employer contribution / active EE | $4,154 | $4,584-9.4% | $6,427-35.4% | $3,034+36.9% |
| Participant deferral / active EE | $9,007 | $7,990+12.7% | $9,131-1.4% | $5,087+77.1% |
| Admin fee / account holder | -$1 | $121-100.7% | $13,901-100.0% | $269-100.3% |