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 | $69,124 |
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 | $53,406 | $92,055-42.0% | $106,213-49.7% | $77,643-31.2% |
| Participation rate | 96.7% | 81.0%+15.7pp | 75.3%+21.4pp | 70.6%+26.2pp |
| Annual return | 25.96% | 17.91%+8.1pp | 116.14%-90.2pp | 31.24%-5.3pp |
| Employer contribution / active EE | $3,078 | $3,367-8.6% | $3,171-2.9% | $2,726+12.9% |
| Participant deferral / active EE | $10,089 | $5,386+87.3% | $5,016+101.1% | $4,647+117.1% |
| Admin fee / account holder | $89 | $219-59.2% | $11,033-99.2% | $430-79.2% |