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 | $9,186 |
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 | $132,995 | $122,186+8.8% | $146,958-9.5% | $199,593-33.4% |
| Participation rate | 97.3% | 78.3%+19.0pp | 82.2%+15.1pp | 72.0%+25.3pp |
| Annual return | 23.06% | 30.56%-7.5pp | 418.34%-395.3pp | 34.25%-11.2pp |
| Employer contribution / active EE | $12,333 | $4,093+201.3% | $4,933+150.0% | $3,034+306.5% |
| Participant deferral / active EE | $18,331 | $8,502+115.6% | $8,070+127.2% | $5,087+260.4% |
| Admin fee / account holder | $3 | $179-98.2% | $12,998-100.0% | $269-98.8% |