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 | $8,272 |
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 | $60,988 | $100,923-39.6% | $150,045-59.4% | $74,304-17.9% |
| Participation rate | 97.7% | 70.1%+27.7pp | 82.3%+15.4pp | 60.3%+37.4pp |
| Annual return | 23.83% | 51.77%-27.9pp | 62.55%-38.7pp | 29.43%-5.6pp |
| Employer contribution / active EE | $6,964 | $3,463+101.1% | $4,693+48.4% | $2,241+210.7% |
| Participant deferral / active EE | $14,162 | $6,709+111.1% | $7,997+77.1% | $3,767+275.9% |
| Admin fee / account holder | $52 | $2,767-98.1% | $13,435-99.6% | $2,969-98.2% |