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 8-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 | $37,323 |
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 | $43,583 | $92,090-52.7% | $106,201-59.0% | $77,671-43.9% |
| Participation rate | 87.2% | 81.0%+6.1pp | 75.3%+11.9pp | 70.6%+16.6pp |
| Annual return | 12.50% | 17.89%-5.4pp | 116.26%-103.8pp | 31.21%-18.7pp |
| Employer contribution / active EE | $1,083 | $3,368-67.8% | $3,170-65.8% | $2,726-60.3% |
| Participant deferral / active EE | $4,628 | $5,386-14.1% | $5,012-7.7% | $4,648-0.4% |
| Admin fee / account holder | $241 | $219+9.9% | $11,039-97.8% | $430-44.1% |