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 | $16,594 |
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 | $124,377 | $34,677+258.7% | $77,024+61.5% | $64,808+91.9% |
| Participation rate | 97.6% | 49.8%+47.7pp | 67.9%+29.7pp | 71.5%+26.1pp |
| Annual return | -12.94% | -5.33%-7.6pp | 42.32%-55.3pp | 32.82%-45.8pp |
| Employer contribution / active EE | $7,777 | $1,370+467.7% | $2,812+176.6% | $2,506+210.4% |
| Participant deferral / active EE | $8,881 | $2,556+247.4% | $4,426+100.6% | $4,310+106.0% |
| Admin fee / account holder | $14 | $179-92.0% | $5,425-99.7% | $188-92.4% |