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 | $64,462 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $286,906 | $42,886+569.0% | $88,946+222.6% | $85,563+235.3% |
| Participation rate | 99.7% | 37.9%+61.7pp | 68.8%+30.8pp | 66.0%+33.7pp |
| Annual return | 14.23% | 44.56%-30.3pp | 57.82%-43.6pp | 31.51%-17.3pp |
| Employer contribution / active EE | $10,907 | $1,147+850.9% | $2,555+326.9% | $2,654+311.0% |
| Participant deferral / active EE | $10,589 | $2,108+402.3% | $4,581+131.1% | $4,375+142.0% |
| Admin fee / account holder | $141 | $2,263-93.8% | $8,261-98.3% | $834-83.1% |