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 5-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 | $7,013 |
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 | $81,329 | $104,317-22.0% | $159,436-49.0% | $86,799-6.3% |
| Participation rate | 83.7% | 77.7%+6.0pp | 82.8%+0.9pp | 72.3%+11.4pp |
| Annual return | 19.89% | 26.32%-6.4pp | 263.57%-243.7pp | 97.91%-78.0pp |
| Employer contribution / active EE | $4,886 | $3,451+41.6% | $4,829+1.2% | $2,405+103.1% |
| Participant deferral / active EE | $9,394 | $6,837+37.4% | $7,352+27.8% | $4,131+127.4% |
| Admin fee / account holder | $17 | $172-90.4% | $10,799-99.8% | $170-90.2% |