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 | $106,028+8.9% | $146,958-21.5% | $77,643+48.7% |
| Participation rate | 98.8% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 24.14% | 56.73%-32.6pp | 418.34%-394.2pp | 31.24%-7.1pp |
| Employer contribution / active EE | $9,552 | $4,063+135.1% | $4,933+93.6% | $2,726+250.4% |
| Participant deferral / active EE | $19,045 | $7,990+138.4% | $8,070+136.0% | $4,647+309.8% |
| Admin fee / account holder | $3 | $337-99.1% | $12,998-100.0% | $430-99.3% |