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 | $7,969 |
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 | $70,773 | $84,784-16.5% | $98,439-28.1% | $74,419-4.9% |
| Participation rate | 72.0% | 81.5%-9.5pp | 75.2%-3.2pp | 70.7%+1.3pp |
| Annual return | 18.99% | 20.59%-1.6pp | 21.16%-2.2pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,070 | $3,364-68.2% | $3,048-64.9% | $2,637-59.4% |
| Participant deferral / active EE | $3,768 | $5,218-27.8% | $4,738-20.5% | $4,528-16.8% |
| Admin fee / account holder | $26 | $204-87.2% | $8,948-99.7% | $348-92.5% |