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 | -$1,202 |
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 | $26,773 | $42,353-36.8% | $79,550-66.3% | $64,808-58.7% |
| Participation rate | 94.6% | 64.8%+29.9pp | 69.5%+25.2pp | 71.5%+23.2pp |
| Annual return | -14.82% | -12.24%-2.6pp | 0.16%-15.0pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,790 | $1,181+51.6% | $2,413-25.8% | $2,506-28.6% |
| Participant deferral / active EE | $3,294 | $3,170+3.9% | $3,985-17.3% | $4,310-23.6% |
| Admin fee / account holder | -$3 | $160-101.8% | $6,832-100.0% | $188-101.6% |