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 | $975 |
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 | $45,121 | $59,417-24.1% | $93,606-51.8% | $74,495-39.4% |
| Participation rate | 81.7% | 59.7%+22.0pp | 68.7%+13.0pp | 67.2%+14.5pp |
| Annual return | 13.83% | 81.83%-68.0pp | 133.20%-119.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $561 | $1,264-55.6% | $2,420-76.8% | $2,623-78.6% |
| Participant deferral / active EE | $4,240 | $3,050+39.0% | $4,411-3.9% | $4,346-2.4% |
| Admin fee / account holder | $10 | $3,021-99.7% | $8,285-99.9% | $1,942-99.5% |