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 | -$2,258 |
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 | $50,259 | $61,272-18.0% | $149,673-66.4% | $71,457-29.7% |
| Participation rate | 83.9% | 62.5%+21.4pp | 78.8%+5.2pp | 67.9%+16.0pp |
| Annual return | 20.37% | 35.85%-15.5pp | 134.42%-114.1pp | 28.85%-8.5pp |
| Employer contribution / active EE | $2,567 | $2,378+7.9% | $4,818-46.7% | $2,588-0.8% |
| Participant deferral / active EE | $3,001 | $2,917+2.9% | $5,680-47.2% | $4,289-30.0% |
| Admin fee / account holder | $6 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |