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 | $23,103 |
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 | $42,840 | $49,451-13.4% | $79,550-46.1% | $66,914-36.0% |
| Participation rate | 93.5% | 61.3%+32.2pp | 69.5%+24.0pp | 69.8%+23.7pp |
| Annual return | -13.98% | 84.25%-98.2pp | 0.16%-14.1pp | 1.58%-15.6pp |
| Employer contribution / active EE | $702 | $1,266-44.5% | $2,413-70.9% | $2,544-72.4% |
| Participant deferral / active EE | $5,597 | $3,159+77.2% | $3,985+40.4% | $4,237+32.1% |
| Admin fee / account holder | $91 | $595-84.7% | $6,832-98.7% | $593-84.7% |