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 | $73,365 |
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 | $117,603 | $139,767-15.9% | $153,485-23.4% | $199,593-41.1% |
| Participation rate | 88.7% | 85.1%+3.6pp | 77.1%+11.6pp | 72.0%+16.7pp |
| Annual return | 17.68% | 20.59%-2.9pp | 15.65%+2.0pp | 34.25%-16.6pp |
| Employer contribution / active EE | $6,968 | $6,517+6.9% | $5,039+38.3% | $3,034+129.6% |
| Participant deferral / active EE | $9,834 | $8,055+22.1% | $6,757+45.5% | $5,087+93.3% |
| Admin fee / account holder | $68 | $98-30.5% | $12,724-99.5% | $269-74.7% |