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 | $37,058 |
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 | $79,822 | $64,119+24.5% | $112,228-28.9% | $66,914+19.3% |
| Participation rate | 97.9% | 68.5%+29.4pp | 75.1%+22.8pp | 69.8%+28.1pp |
| Annual return | -16.36% | -13.81%-2.6pp | 27.45%-43.8pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,907 | $3,005-3.3% | $3,635-20.0% | $2,544+14.2% |
| Participant deferral / active EE | $5,594 | $3,693+51.5% | $4,728+18.3% | $4,237+32.0% |
| Admin fee / account holder | $203 | $625-67.6% | $6,410-96.8% | $593-65.8% |