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 | $39,439 |
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 | $31,723 | $66,528-52.3% | $86,874-63.5% | $86,799-63.5% |
| Participation rate | 78.9% | 72.4%+6.5pp | 71.6%+7.3pp | 72.3%+6.6pp |
| Annual return | 18.53% | 19.56%-1.0pp | 63.52%-45.0pp | 97.91%-79.4pp |
| Employer contribution / active EE | $1,954 | $2,007-2.7% | $2,495-21.7% | $2,405-18.8% |
| Participant deferral / active EE | $4,042 | $3,240+24.8% | $3,699+9.3% | $4,131-2.2% |
| Admin fee / account holder | $45 | $148-69.4% | $5,828-99.2% | $170-73.3% |