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 3-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 | $55,392 |
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 | $83,467 | $79,184+5.4% | $102,438-18.5% | $74,546+12.0% |
| Participation rate | 91.3% | 74.8%+16.5pp | 76.5%+14.8pp | 67.2%+24.1pp |
| Annual return | 20.75% | 54.95%-34.2pp | 29.37%-8.6pp | 1366.03%-1345.3pp |
| Employer contribution / active EE | $5,774 | $2,362+144.5% | $3,024+91.0% | $2,624+120.0% |
| Participant deferral / active EE | $21,705 | $4,414+391.7% | $5,054+329.5% | $4,347+399.3% |
| Admin fee / account holder | $179 | $2,001-91.1% | $9,448-98.1% | $1,944-90.8% |