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 5-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 | $27,410 |
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 | $52,262 | $72,254-27.7% | $86,677-39.7% | $64,808-19.4% |
| Participation rate | 71.6% | 80.4%-8.8pp | 76.6%-4.9pp | 71.5%+0.2pp |
| Annual return | -1.89% | 392.42%-394.3pp | 35.91%-37.8pp | 32.82%-34.7pp |
| Employer contribution / active EE | $2,631 | $2,393+9.9% | $2,836-7.3% | $2,506+5.0% |
| Participant deferral / active EE | $4,997 | $4,658+7.3% | $4,656+7.3% | $4,310+15.9% |
| Admin fee / account holder | $79 | $174-54.6% | $7,493-98.9% | $188-57.9% |