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 4-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 | $10,595 |
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 | $176,275 | $41,647+323.3% | $96,139+83.4% | $86,799+103.1% |
| Participation rate | 96.9% | 50.2%+46.6pp | 68.4%+28.4pp | 72.3%+24.6pp |
| Annual return | 15.28% | 27.24%-12.0pp | 191.94%-176.7pp | 97.91%-82.6pp |
| Employer contribution / active EE | $8,907 | $1,318+576.0% | $2,797+218.5% | $2,405+270.3% |
| Participant deferral / active EE | $10,550 | $2,412+337.3% | $4,349+142.6% | $4,131+155.4% |
| Admin fee / account holder | $11 | $169-93.7% | $5,537-99.8% | $170-93.7% |