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 | $12,076 |
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 | $80,052 | $89,808-10.9% | $100,391-20.3% | $77,643+3.1% |
| Participation rate | 93.9% | 81.2%+12.7pp | 81.5%+12.4pp | 70.6%+23.3pp |
| Annual return | 28.81% | 20.62%+8.2pp | 49.20%-20.4pp | 31.24%-2.4pp |
| Employer contribution / active EE | $2,045 | $3,039-32.7% | $3,942-48.1% | $2,726-25.0% |
| Participant deferral / active EE | $17,152 | $8,284+107.1% | $8,082+112.2% | $4,647+269.1% |
| Admin fee / account holder | $33 | $174-81.2% | $7,899-99.6% | $430-92.4% |