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 | $39,069 |
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 | $63,557 | $91,407-30.5% | $135,903-53.2% | $71,457-11.1% |
| Participation rate | 97.4% | 75.7%+21.8pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 31.83% | 29.90%+1.9pp | 68.23%-36.4pp | 28.85%+3.0pp |
| Employer contribution / active EE | $4,985 | $3,703+34.6% | $4,856+2.6% | $2,588+92.6% |
| Participant deferral / active EE | $19,769 | $7,092+178.7% | $7,758+154.8% | $4,289+360.9% |
| Admin fee / account holder | $116 | $1,266-90.8% | $10,762-98.9% | $1,587-92.7% |