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 | $44,002 |
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 | $43,655 | $95,274-54.2% | $135,903-67.9% | $74,419-41.3% |
| Participation rate | 78.5% | 78.2%+0.3pp | 81.9%-3.5pp | 70.7%+7.7pp |
| Annual return | 55.35% | 32.77%+22.6pp | 68.23%-12.9pp | 34.38%+21.0pp |
| Employer contribution / active EE | $3,635 | $3,874-6.2% | $4,856-25.1% | $2,637+37.8% |
| Participant deferral / active EE | $10,685 | $7,782+37.3% | $7,758+37.7% | $4,528+136.0% |
| Admin fee / account holder | $78 | $266-70.5% | $10,762-99.3% | $348-77.5% |