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 | $276 |
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 | $79,878 | $84,487-5.5% | $125,339-36.3% | $66,914+19.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.46% | -8.39%-7.1pp | 572.05%-587.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $16,813 | $3,553+373.2% | $4,814+249.3% | $2,544+560.8% |
| Participant deferral / active EE | $16,231 | $6,781+139.3% | $7,446+118.0% | $4,237+283.1% |
| Admin fee / account holder | $1 | $685-99.9% | $10,010-100.0% | $593-99.9% |