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 | $5,397 |
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 | $159,339 | $119,446+33.4% | $150,045+6.2% | $85,563+86.2% |
| Participation rate | 95.1% | 75.4%+19.7pp | 82.3%+12.8pp | 66.0%+29.2pp |
| Annual return | 20.56% | 23.72%-3.2pp | 62.55%-42.0pp | 31.51%-11.0pp |
| Employer contribution / active EE | $9,476 | $4,078+132.4% | $4,693+101.9% | $2,654+257.1% |
| Participant deferral / active EE | $15,042 | $7,985+88.4% | $7,997+88.1% | $4,375+243.8% |
| Admin fee / account holder | $21 | $548-96.2% | $13,435-99.8% | $834-97.5% |