Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $51,191 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,665 | $129,095+108.1% | $184,200+45.9% | $77,671+245.9% |
| Participation rate | 99.6% | 87.3%+12.2pp | 86.8%+12.7pp | 70.6%+29.0pp |
| Annual return | 16.62% | 33.29%-16.7pp | 28.80%-12.2pp | 31.21%-14.6pp |
| Employer contribution / active EE | $22,890 | $4,410+419.1% | $6,424+256.3% | $2,726+739.5% |
| Participant deferral / active EE | $14,649 | $7,300+100.7% | $9,132+60.4% | $4,648+215.2% |
| Admin fee / account holder | $81 | $256-68.3% | $13,907-99.4% | $430-81.2% |