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 4-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 | $789 |
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 | $58,391 | $81,625-28.5% | $167,512-65.1% | $74,304-21.4% |
| Participation rate | 83.1% | 60.0%+23.1pp | 77.1%+6.1pp | 60.3%+22.8pp |
| Annual return | 18.14% | 26.09%-8.0pp | 1615.79%-1597.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,110 | $2,010+4.9% | $3,882-45.7% | $2,241-5.9% |
| Participant deferral / active EE | $6,612 | $4,115+60.7% | $6,405+3.2% | $3,767+75.5% |
| Admin fee / account holder | $4 | $3,474-99.9% | $9,769-100.0% | $2,969-99.9% |