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 3-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 | $2,051 |
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 | $115,430 | $106,110+8.8% | $147,005-21.5% | $77,671+48.6% |
| Participation rate | 98.8% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 24.14% | 56.77%-32.6pp | 418.76%-394.6pp | 31.21%-7.1pp |
| Employer contribution / active EE | $9,552 | $4,065+135.0% | $4,934+93.6% | $2,726+250.3% |
| Participant deferral / active EE | $19,045 | $7,992+138.3% | $8,070+136.0% | $4,648+309.8% |
| Admin fee / account holder | $3 | $338-99.1% | $13,006-100.0% | $430-99.3% |