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 | $51,737 |
Filed as: NEWFRONT Service code 27 · EIN 80-0833114 | Advisory (Plan) | $15,578 |
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 | $77,147 | $40,385+91.0% | $80,569-4.2% | $74,419+3.7% |
| Participation rate | 94.4% | 47.4%+47.0pp | 67.0%+27.4pp | 70.7%+23.7pp |
| Annual return | 26.02% | 164.85%-138.8pp | 935.43%-909.4pp | 34.38%-8.4pp |
| Employer contribution / active EE | $4,654 | $1,496+211.0% | $2,723+70.9% | $2,637+76.5% |
| Participant deferral / active EE | $15,855 | $2,674+492.9% | $4,447+256.5% | $4,528+250.1% |
| Admin fee / account holder | $54 | $720-92.5% | $5,377-99.0% | $348-84.5% |