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 | -$84,322 |
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 | $244,961 | $122,693+99.7% | $184,203+33.0% | $199,593+22.7% |
| Participation rate | 98.6% | 86.8%+11.8pp | 86.8%+11.8pp | 72.0%+26.7pp |
| Annual return | 21.19% | 143.91%-122.7pp | 28.81%-7.6pp | 34.25%-13.1pp |
| Employer contribution / active EE | $6,828 | $4,584+48.9% | $6,427+6.2% | $3,034+125.0% |
| Participant deferral / active EE | $16,747 | $7,990+109.6% | $9,131+83.4% | $5,087+229.2% |
| Admin fee / account holder | -$19 | $121-115.7% | $13,901-100.1% | $269-107.0% |