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 | $94,512 |
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 | $136,145 | $92,303+47.5% | $152,466-10.7% | $86,799+56.9% |
| Participation rate | 96.6% | 81.1%+15.6pp | 78.2%+18.4pp | 72.3%+24.4pp |
| Annual return | 12.93% | 531.69%-518.8pp | 757.33%-744.4pp | 97.91%-85.0pp |
| Employer contribution / active EE | $5,215 | $3,748+39.2% | $4,327+20.5% | $2,405+116.8% |
| Participant deferral / active EE | $8,280 | $5,599+47.9% | $5,820+42.3% | $4,131+100.4% |
| Admin fee / account holder | $80 | $150-46.6% | $15,805-99.5% | $170-52.8% |