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 | $20,346 |
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 | $100,121 | $101,317-1.2% | $146,958-31.9% | $74,495+34.4% |
| Participation rate | 80.4% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.2pp |
| Annual return | 20.36% | 8730.91%-8710.6pp | 418.34%-398.0pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $6,761 | $3,810+77.4% | $4,933+37.1% | $2,623+157.8% |
| Participant deferral / active EE | $12,823 | $7,303+75.6% | $8,070+58.9% | $4,346+195.1% |
| Admin fee / account holder | $111 | $1,739-93.6% | $12,998-99.1% | $1,942-94.3% |