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 | $14,715 |
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 | $36,777 | $55,415-33.6% | $155,509-76.4% | $74,495-50.6% |
| Participation rate | 96.5% | 61.9%+34.6pp | 78.2%+18.3pp | 67.2%+29.3pp |
| Annual return | 20.08% | 268.50%-248.4pp | 64.67%-44.6pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $2,005 | $2,267-11.5% | $4,672-57.1% | $2,623-23.5% |
| Participant deferral / active EE | $6,198 | $2,836+118.5% | $5,626+10.2% | $4,346+42.6% |
| Admin fee / account holder | $99 | $1,738-94.3% | $15,912-99.4% | $1,942-94.9% |