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 | $106,713 |
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 | $81,161 | $119,446-32.1% | $150,045-45.9% | $85,563-5.1% |
| Participation rate | 77.0% | 75.4%+1.6pp | 82.3%-5.3pp | 66.0%+11.1pp |
| Annual return | 24.81% | 23.72%+1.1pp | 62.55%-37.7pp | 31.51%-6.7pp |
| Employer contribution / active EE | $4,017 | $4,078-1.5% | $4,693-14.4% | $2,654+51.4% |
| Participant deferral / active EE | $12,094 | $7,985+51.5% | $7,997+51.2% | $4,375+176.4% |
| Admin fee / account holder | $170 | $548-68.9% | $13,435-98.7% | $834-79.6% |