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 | -$13,737 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,300 | $70,002+461.8% | $115,037+241.9% | $52,331+651.6% |
| Participation rate | 99.1% | 72.1%+27.0pp | 81.4%+17.7pp | 68.1%+31.0pp |
| Annual return | 1.78% | 4.04%-2.3pp | 26.14%-24.4pp | 4.54%-2.8pp |
| Employer contribution / active EE | $17,569 | $2,715+547.1% | $4,608+281.3% | $1,882+833.7% |
| Participant deferral / active EE | $12,938 | $4,920+163.0% | $6,026+114.7% | $3,022+328.1% |
| Admin fee / account holder | -$95 | $566-116.8% | $8,175-101.2% | $592-116.1% |