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 10-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 | $2,675 |
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 | $78,052 | $111,608-30.1% | $177,821-56.1% | $73,409+6.3% |
| Participation rate | 79.9% | 87.9%-8.0pp | 87.7%-7.9pp | 72.2%+7.7pp |
| Annual return | 18.40% | 18.23%+0.2pp | 48.32%-29.9pp | 59.29%-40.9pp |
| Employer contribution / active EE | $3,200 | $3,796-15.7% | $5,918-45.9% | $2,234+43.3% |
| Participant deferral / active EE | $4,405 | $6,199-28.9% | $7,714-42.9% | $3,805+15.7% |
| Admin fee / account holder | $4 | $166-97.5% | $12,427-100.0% | $158-97.4% |