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 7-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 | $33,320 |
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 | $247,016 | $47,205+423.3% | $61,491+301.7% | $66,914+269.2% |
| Participation rate | 93.5% | 64.2%+29.2pp | 79.3%+14.1pp | 69.8%+23.7pp |
| Annual return | -17.33% | -17.16%-0.2pp | -12.98%-4.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $9,155 | $2,885+217.4% | $4,246+115.6% | $2,544+259.8% |
| Participant deferral / active EE | $14,407 | $3,114+362.7% | $5,188+177.7% | $4,237+240.0% |
| Admin fee / account holder | $155 | $471-67.1% | $4,312-96.4% | $593-73.9% |