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 | $42,706 |
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 | $55,239 | $34,677+59.3% | $77,024-28.3% | $64,808-14.8% |
| Participation rate | 93.9% | 49.8%+44.0pp | 67.9%+26.0pp | 71.5%+22.4pp |
| Annual return | -13.89% | -5.33%-8.6pp | 42.32%-56.2pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,023 | $1,370+193.6% | $2,812+43.0% | $2,506+60.5% |
| Participant deferral / active EE | $12,696 | $2,556+396.7% | $4,426+186.8% | $4,310+194.6% |
| Admin fee / account holder | $35 | $179-80.3% | $5,425-99.4% | $188-81.3% |