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 6-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 | $363,068 |
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 | $90,528 | $129,756-30.2% | $169,993-46.7% | $103,482-12.5% |
| Participation rate | 94.0% | 91.3%+2.7pp | 87.0%+7.0pp | 73.3%+20.7pp |
| Annual return | 18.44% | 20.17%-1.7pp | 53.37%-34.9pp | 33.11%-14.7pp |
| Employer contribution / active EE | $3,075 | $5,236-41.3% | $6,785-54.7% | $3,208-4.1% |
| Participant deferral / active EE | $6,166 | $8,283-25.6% | $10,408-40.8% | $5,207+18.4% |
| Admin fee / account holder | $60 | $73-17.8% | $12,815-99.5% | $114-47.5% |