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 6-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 | $28,785 |
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 | $46,150 | $82,202-43.9% | $125,339-63.2% | $64,808-28.8% |
| Participation rate | 97.7% | 77.9%+19.9pp | 82.4%+15.4pp | 71.5%+26.3pp |
| Annual return | 9.24% | 3.48%+5.8pp | 572.05%-562.8pp | 32.82%-23.6pp |
| Employer contribution / active EE | $3,873 | $3,615+7.1% | $4,814-19.5% | $2,506+54.5% |
| Participant deferral / active EE | $14,320 | $7,175+99.6% | $7,446+92.3% | $4,310+232.2% |
| Admin fee / account holder | $95 | $163-41.9% | $10,010-99.1% | $188-49.5% |