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 7-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 | $17,069 |
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 | $52,923 | $88,634-40.3% | $101,326-47.8% | $74,304-28.8% |
| Participation rate | 91.7% | 76.9%+14.8pp | 81.5%+10.2pp | 60.3%+31.3pp |
| Annual return | 53.25% | 33.10%+20.2pp | 36.82%+16.4pp | 29.43%+23.8pp |
| Employer contribution / active EE | $5,496 | $2,930+87.5% | $3,665+49.9% | $2,241+145.2% |
| Participant deferral / active EE | $10,605 | $7,322+44.8% | $7,994+32.7% | $3,767+181.5% |
| Admin fee / account holder | $97 | $2,425-96.0% | $11,185-99.1% | $2,969-96.7% |