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 | $6,244 |
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 | $99,515 | $65,061+53.0% | $143,757-30.8% | $66,914+48.7% |
| Participation rate | 98.7% | 65.2%+33.5pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -16.89% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,923 | $2,361+23.8% | $4,951-41.0% | $2,544+14.9% |
| Participant deferral / active EE | $5,841 | $2,919+100.1% | $5,637+3.6% | $4,237+37.9% |
| Admin fee / account holder | $31 | $502-93.9% | $14,673-99.8% | $593-94.9% |