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 | $103,388 |
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 | $142,198 | $122,693+15.9% | $184,203-22.8% | $199,593-28.8% |
| Participation rate | 72.4% | 86.8%-14.4pp | 86.8%-14.4pp | 72.0%+0.4pp |
| Annual return | 17.50% | 143.91%-126.4pp | 28.81%-11.3pp | 34.25%-16.7pp |
| Employer contribution / active EE | $5,062 | $4,584+10.4% | $6,427-21.2% | $3,034+66.8% |
| Participant deferral / active EE | $9,972 | $7,990+24.8% | $9,131+9.2% | $5,087+96.0% |
| Admin fee / account holder | $70 | $121-42.2% | $13,901-99.5% | $269-74.1% |