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 | $51,327 |
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 | $111,729 | $91,372+22.3% | $129,995-14.1% | $74,419+50.1% |
| Participation rate | 98.4% | 77.8%+20.7pp | 78.5%+20.0pp | 70.7%+27.7pp |
| Annual return | 18.36% | 23.21%-4.9pp | -137.18%+155.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $4,258 | $2,563+66.1% | $4,320-1.4% | $2,637+61.4% |
| Participant deferral / active EE | $10,932 | $4,721+131.6% | $5,820+87.8% | $4,528+141.4% |
| Admin fee / account holder | $42 | $283-85.3% | $10,614-99.6% | $348-88.0% |