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 7-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 | -$48,335 |
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 | $189,512 | $65,435+189.6% | $86,677+118.6% | $66,914+183.2% |
| Participation rate | 87.8% | 75.5%+12.3pp | 76.6%+11.2pp | 69.8%+18.0pp |
| Annual return | -12.20% | -10.89%-1.3pp | 35.91%-48.1pp | 1.58%-13.8pp |
| Employer contribution / active EE | $6,312 | $2,153+193.1% | $2,836+122.5% | $2,544+148.1% |
| Participant deferral / active EE | $8,678 | $4,100+111.6% | $4,656+86.4% | $4,237+104.8% |
| Admin fee / account holder | -$213 | $642-133.2% | $7,493-102.8% | $593-135.9% |