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 | $78,485+6.2% | $106,213-21.5% | $74,495+11.9% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 40.15% | 15.95%+24.2pp | 116.14%-76.0pp | 1364.94%-1324.8pp |
| Employer contribution / active EE | $10,173 | $2,523+303.3% | $3,171+220.8% | $2,623+287.8% |
| Participant deferral / active EE | $17,667 | $4,322+308.7% | $5,016+252.2% | $4,346+306.5% |
| Admin fee / account holder | $23 | $2,232-99.0% | $11,033-99.8% | $1,942-98.8% |