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 | $69,215 |
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 | $39,843 | $82,202-51.5% | $125,339-68.2% | $64,808-38.5% |
| Participation rate | 94.6% | 77.9%+16.8pp | 82.4%+12.3pp | 71.5%+23.2pp |
| Annual return | -11.14% | 3.48%-14.6pp | 572.05%-583.2pp | 32.82%-44.0pp |
| Employer contribution / active EE | $1,659 | $3,615-54.1% | $4,814-65.5% | $2,506-33.8% |
| Participant deferral / active EE | $9,425 | $7,175+31.4% | $7,446+26.6% | $4,310+118.7% |
| Admin fee / account holder | $75 | $163-54.1% | $10,010-99.3% | $188-60.1% |