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 8-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 | $755 |
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 | $72,770 | $78,485-7.3% | $106,213-31.5% | $74,495-2.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 75.3%+14.8pp | 67.2%+22.8pp |
| Annual return | 23.21% | 15.95%+7.3pp | 116.14%-92.9pp | 1364.94%-1341.7pp |
| Employer contribution / active EE | $5,468 | $2,523+116.7% | $3,171+72.4% | $2,623+108.5% |
| Participant deferral / active EE | $11,210 | $4,322+159.3% | $5,016+123.5% | $4,346+157.9% |
| Admin fee / account holder | $11 | $2,232-99.5% | $11,033-99.9% | $1,942-99.4% |