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 | $5,644 |
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 | $106,825 | $60,488+76.6% | $109,895-2.8% | $79,386+34.6% |
| Participation rate | 77.9% | 67.0%+10.9pp | 74.2%+3.7pp | 70.7%+7.2pp |
| Annual return | 17.09% | 189.57%-172.5pp | 29.45%-12.4pp | 116.85%-99.8pp |
| Employer contribution / active EE | $3,050 | $1,649+84.9% | $2,842+7.3% | $2,427+25.6% |
| Participant deferral / active EE | $4,890 | $3,220+51.8% | $4,048+20.8% | $4,046+20.9% |
| Admin fee / account holder | $32 | $605-94.6% | $6,066-99.5% | $626-94.8% |