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 6-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 | $17,088 |
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 | $46,694 | $84,487-44.7% | $125,339-62.7% | $66,914-30.2% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | -11.56% | -8.39%-3.2pp | 572.05%-583.6pp | 1.58%-13.1pp |
| Employer contribution / active EE | $4,317 | $3,553+21.5% | $4,814-10.3% | $2,544+69.7% |
| Participant deferral / active EE | $17,842 | $6,781+163.1% | $7,446+139.6% | $4,237+321.1% |
| Admin fee / account holder | $49 | $685-92.9% | $10,010-99.5% | $593-91.7% |