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 | $323,135 |
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 | $168,344 | $143,368+17.4% | $87,100+93.3% | $89,569+87.9% |
| Participation rate | 94.6% | 88.2%+6.4pp | 76.9%+17.8pp | 69.6%+25.0pp |
| Annual return | 29.88% | 28.55%+1.3pp | 28.19%+1.7pp | 34.56%-4.7pp |
| Employer contribution / active EE | $3,798 | $4,012-5.3% | $2,521+50.6% | $2,584+47.0% |
| Participant deferral / active EE | $6,395 | $7,129-10.3% | $4,049+57.9% | $4,220+51.5% |
| Admin fee / account holder | $19 | $61-68.1% | $7,497-99.7% | $72-72.9% |