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 | $12,031 |
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 | $64,415 | $69,477-7.3% | $94,646-31.9% | $71,457-9.9% |
| Participation rate | 95.4% | 78.4%+17.0pp | 80.8%+14.6pp | 67.9%+27.5pp |
| Annual return | 25.29% | 29.66%-4.4pp | 156.71%-131.4pp | 28.85%-3.6pp |
| Employer contribution / active EE | $1,974 | $2,853-30.8% | $3,672-46.3% | $2,588-23.7% |
| Participant deferral / active EE | $17,135 | $7,345+133.3% | $7,418+131.0% | $4,289+299.5% |
| Admin fee / account holder | $38 | $1,210-96.9% | $7,231-99.5% | $1,587-97.6% |