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 | -$29,213 |
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 | $168,959 | $99,078+70.5% | $96,544+75.0% | $74,419+127.0% |
| Participation rate | 97.8% | 80.7%+17.1pp | 76.0%+21.8pp | 70.7%+27.1pp |
| Annual return | 25.23% | 22.48%+2.7pp | 25.84%-0.6pp | 34.38%-9.1pp |
| Employer contribution / active EE | $6,908 | $2,570+168.8% | $2,965+133.0% | $2,637+161.9% |
| Participant deferral / active EE | $14,956 | $4,933+203.2% | $4,851+208.3% | $4,528+230.3% |
| Admin fee / account holder | $229 | $225+2.0% | $8,252-97.2% | $348-34.1% |