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 8-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 | $63,036 |
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 | $203,978 | $122,693+66.3% | $184,203+10.7% | $199,593+2.2% |
| Participation rate | 97.2% | 86.8%+10.4pp | 86.8%+10.4pp | 72.0%+25.3pp |
| Annual return | 21.44% | 143.91%-122.5pp | 28.81%-7.4pp | 34.25%-12.8pp |
| Employer contribution / active EE | $9,054 | $4,584+97.5% | $6,427+40.9% | $3,034+198.4% |
| Participant deferral / active EE | $27,550 | $7,990+244.8% | $9,131+201.7% | $5,087+441.6% |
| Admin fee / account holder | $22 | $121-81.7% | $13,901-99.8% | $269-91.8% |