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 | -$2,602 |
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 | $70,299 | $80,968-13.2% | $96,544-27.2% | $75,163-6.5% |
| Participation rate | 80.6% | 71.8%+8.8pp | 76.0%+4.6pp | 67.2%+13.4pp |
| Annual return | 22.48% | 27.06%-4.6pp | 25.84%-3.4pp | 160.62%-138.1pp |
| Employer contribution / active EE | $14,560 | $2,282+538.1% | $2,965+391.1% | $2,670+445.4% |
| Participant deferral / active EE | $23,148 | $3,928+489.3% | $4,851+377.2% | $4,125+461.2% |
| Admin fee / account holder | $13 | $6,724-99.8% | $8,252-99.8% | $5,651-99.8% |