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 | -$120,967 |
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 | $46,402 | $99,062-53.2% | $100,391-53.8% | $99,062-53.2% |
| Participation rate | 81.5% | 71.6%+9.9pp | 81.5%0pp | 71.6%+9.9pp |
| Annual return | 16.72% | 17.66%-0.9pp | 49.20%-32.5pp | 17.66%-0.9pp |
| Employer contribution / active EE | $2,064 | $3,262-36.7% | $3,942-47.6% | $3,262-36.7% |
| Participant deferral / active EE | $5,192 | $5,331-2.6% | $8,082-35.8% | $5,331-2.6% |
| Admin fee / account holder | -$20 | $109-118.2% | $7,899-100.3% | $109-118.2% |