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 | $9,852 |
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 | $30,490 | $66,528-54.2% | $86,874-64.9% | $86,799-64.9% |
| Participation rate | 76.8% | 72.4%+4.5pp | 71.6%+5.2pp | 72.3%+4.6pp |
| Annual return | 18.47% | 19.56%-1.1pp | 63.52%-45.1pp | 97.91%-79.4pp |
| Employer contribution / active EE | $650 | $2,007-67.6% | $2,495-74.0% | $2,405-73.0% |
| Participant deferral / active EE | $2,435 | $3,240-24.8% | $3,699-34.2% | $4,131-41.1% |
| Admin fee / account holder | $23 | $148-84.5% | $5,828-99.6% | $170-86.5% |