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 8-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 | $10,349 |
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 | $41,346 | $40,385+2.4% | $80,569-48.7% | $74,419-44.4% |
| Participation rate | 92.3% | 47.4%+44.9pp | 67.0%+25.3pp | 70.7%+21.6pp |
| Annual return | 48.48% | 164.85%-116.4pp | 935.43%-886.9pp | 34.38%+14.1pp |
| Employer contribution / active EE | $5,913 | $1,496+295.2% | $2,723+117.1% | $2,637+124.2% |
| Participant deferral / active EE | $11,927 | $2,674+346.0% | $4,447+168.2% | $4,528+163.4% |
| Admin fee / account holder | $25 | $720-96.5% | $5,377-99.5% | $348-92.7% |