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 | $36,998 |
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 | $95,021 | $100,227-5.2% | $169,993-44.1% | $74,419+27.7% |
| Participation rate | 82.3% | 87.3%-5.1pp | 87.0%-4.7pp | 70.7%+11.5pp |
| Annual return | 20.08% | 66.08%-46.0pp | 53.37%-33.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $3,245 | $4,263-23.9% | $6,785-52.2% | $2,637+23.1% |
| Participant deferral / active EE | $4,723 | $7,143-33.9% | $10,408-54.6% | $4,528+4.3% |
| Admin fee / account holder | $51 | $234-78.3% | $12,815-99.6% | $348-85.4% |