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 4-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 | $218,554 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $308,897 | $115,744+166.9% | $100,391+207.7% | $199,593+54.8% |
| Participation rate | 98.1% | 85.7%+12.5pp | 81.5%+16.7pp | 72.0%+26.2pp |
| Annual return | 19.11% | 17.79%+1.3pp | 49.20%-30.1pp | 34.25%-15.1pp |
| Employer contribution / active EE | $12,565 | $3,657+243.6% | $3,942+218.8% | $3,034+314.1% |
| Participant deferral / active EE | $20,358 | $9,844+106.8% | $8,082+151.9% | $5,087+300.2% |
| Admin fee / account holder | $94 | $93+0.9% | $7,899-98.8% | $269-65.2% |