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 | -$1,137 |
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 | $124,783 | $136,307-8.5% | $177,821-29.8% | $73,488+69.8% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.7%+8.6pp | 70.7%+25.6pp |
| Annual return | 21.10% | 18.68%+2.4pp | 48.32%-27.2pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,698 | $3,712-54.2% | $5,918-71.3% | $2,270-25.2% |
| Participant deferral / active EE | $8,180 | $5,829+40.3% | $7,714+6.0% | $3,740+118.8% |
| Admin fee / account holder | -$5 | $596-100.9% | $12,427-100.0% | $513-101.0% |