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 | -$120 |
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 | $110,661 | $77,503+42.8% | $100,391+10.2% | $80,856+36.9% |
| Participation rate | 84.9% | 76.9%+7.9pp | 81.5%+3.4pp | 67.6%+17.2pp |
| Annual return | 15.87% | 37.20%-21.3pp | 49.20%-33.3pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,035 | $2,801+44.1% | $3,942+2.4% | $2,755+46.5% |
| Participant deferral / active EE | $15,846 | $6,820+132.3% | $8,082+96.1% | $4,296+268.9% |
| Admin fee / account holder | -$1 | $5,897-100.0% | $7,899-100.0% | $6,918-100.0% |