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 | $1,222 |
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 | $247,223 | $91,407+170.5% | $135,903+81.9% | $71,457+246.0% |
| Participation rate | 96.4% | 75.7%+20.7pp | 81.9%+14.5pp | 67.9%+28.4pp |
| Annual return | 22.34% | 29.90%-7.6pp | 68.23%-45.9pp | 28.85%-6.5pp |
| Employer contribution / active EE | $6,596 | $3,703+78.1% | $4,856+35.8% | $2,588+154.9% |
| Participant deferral / active EE | $12,651 | $7,092+78.4% | $7,758+63.1% | $4,289+195.0% |
| Admin fee / account holder | $18 | $1,266-98.6% | $10,762-99.8% | $1,587-98.9% |