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 10-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 | $122,524 |
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 | $150,701 | $107,459+40.2% | $135,903+10.9% | $80,160+88.0% |
| Participation rate | 81.4% | 78.0%+3.3pp | 81.9%-0.5pp | 72.9%+8.4pp |
| Annual return | 19.54% | 91.91%-72.4pp | 68.23%-48.7pp | 40.38%-20.8pp |
| Employer contribution / active EE | $4,331 | $3,877+11.7% | $4,856-10.8% | $2,978+45.5% |
| Participant deferral / active EE | $8,889 | $8,195+8.5% | $7,758+14.6% | $5,017+77.2% |
| Admin fee / account holder | $73 | $127-42.4% | $10,762-99.3% | $145-49.6% |