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 | $1,266 |
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 | $45,729 | $65,435-30.1% | $86,677-47.2% | $66,914-31.7% |
| Participation rate | 85.4% | 75.5%+9.9pp | 76.6%+8.8pp | 69.8%+15.5pp |
| Annual return | 16.03% | -10.89%+26.9pp | 35.91%-19.9pp | 1.58%+14.4pp |
| Employer contribution / active EE | $9,242 | $2,153+329.2% | $2,836+225.8% | $2,544+263.3% |
| Participant deferral / active EE | $17,639 | $4,100+330.2% | $4,656+278.9% | $4,237+316.3% |
| Admin fee / account holder | $8 | $642-98.7% | $7,493-99.9% | $593-98.6% |