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 | $17,244 |
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 | $124,132 | $40,278+208.2% | $80,569+54.1% | $80,160+54.9% |
| Participation rate | 99.2% | 47.5%+51.7pp | 67.0%+32.2pp | 72.9%+26.3pp |
| Annual return | 21.56% | 50.86%-29.3pp | 935.43%-913.9pp | 40.38%-18.8pp |
| Employer contribution / active EE | $9,029 | $1,332+577.6% | $2,723+231.5% | $2,978+203.2% |
| Participant deferral / active EE | $9,733 | $2,696+261.0% | $4,447+118.8% | $5,017+94.0% |
| Admin fee / account holder | $12 | $210-94.4% | $5,377-99.8% | $145-91.9% |