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 | $55,594 |
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 | $27,581 | $56,503-51.2% | $70,092-60.7% | $64,808-57.4% |
| Participation rate | 85.2% | 70.5%+14.8pp | 70.5%+14.8pp | 71.5%+13.8pp |
| Annual return | -16.93% | -13.44%-3.5pp | 190.73%-207.7pp | 32.82%-49.7pp |
| Employer contribution / active EE | $2,628 | $2,046+28.4% | $2,559+2.7% | $2,506+4.9% |
| Participant deferral / active EE | $5,234 | $3,389+54.4% | $3,849+36.0% | $4,310+21.4% |
| Admin fee / account holder | $59 | $160-63.1% | $6,267-99.1% | $188-68.5% |