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 | $48,925 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,836 | $104,317-52.2% | $159,436-68.7% | $86,799-42.6% |
| Participation rate | 93.4% | 77.7%+15.7pp | 82.8%+10.6pp | 72.3%+21.1pp |
| Annual return | 25.27% | 26.32%-1.1pp | 263.57%-238.3pp | 97.91%-72.6pp |
| Employer contribution / active EE | $1,964 | $3,451-43.1% | $4,829-59.3% | $2,405-18.3% |
| Participant deferral / active EE | $9,747 | $6,837+42.6% | $7,352+32.6% | $4,131+135.9% |
| Admin fee / account holder | $66 | $172-61.7% | $10,799-99.4% | $170-61.1% |