Filed April 25, 2025
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 | $7,845 |
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 | $87,630 | $101,317-13.5% | $146,958-40.4% | $74,495+17.6% |
| Participation rate | 95.4% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.2pp |
| Annual return | 47.23% | 8730.91%-8683.7pp | 418.34%-371.1pp | 1364.94%-1317.7pp |
| Employer contribution / active EE | $7,507 | $3,810+97.0% | $4,933+52.2% | $2,623+186.2% |
| Participant deferral / active EE | $14,065 | $7,303+92.6% | $8,070+74.3% | $4,346+223.7% |
| Admin fee / account holder | $79 | $1,739-95.5% | $12,998-99.4% | $1,942-95.9% |