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 10-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 | $1,238 |
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 | $83,340 | $78,483+6.2% | $106,201-21.5% | $74,546+11.8% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 40.15% | 15.94%+24.2pp | 116.26%-76.1pp | 1366.03%-1325.9pp |
| Employer contribution / active EE | $10,173 | $2,522+303.4% | $3,170+221.0% | $2,624+287.6% |
| Participant deferral / active EE | $17,667 | $4,320+308.9% | $5,012+252.5% | $4,347+306.4% |
| Admin fee / account holder | $23 | $2,236-99.0% | $11,039-99.8% | $1,944-98.8% |