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 | $5,271 |
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 | $63,840 | $93,131-31.5% | $106,548-40.1% | $86,799-26.5% |
| Participation rate | 73.9% | 81.4%-7.6pp | 76.1%-2.3pp | 72.3%+1.6pp |
| Annual return | 19.51% | 19.45%+0.1pp | 26.80%-7.3pp | 97.91%-78.4pp |
| Employer contribution / active EE | $1,045 | $2,895-63.9% | $2,819-62.9% | $2,405-56.5% |
| Participant deferral / active EE | $3,810 | $4,708-19.1% | $4,398-13.4% | $4,131-7.8% |
| Admin fee / account holder | $16 | $145-89.0% | $7,407-99.8% | $170-90.6% |