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 | $328,511 |
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 | $184,479 | $161,802+14.0% | $96,544+91.1% | $96,393+91.4% |
| Participation rate | 96.1% | 92.5%+3.7pp | 76.0%+20.1pp | 71.3%+24.8pp |
| Annual return | 33.51% | 18.41%+15.1pp | 25.84%+7.7pp | 22.88%+10.6pp |
| Employer contribution / active EE | $4,317 | $5,381-19.8% | $2,965+45.6% | $3,238+33.3% |
| Participant deferral / active EE | $7,248 | $8,927-18.8% | $4,851+49.4% | $5,455+32.9% |
| Admin fee / account holder | $6 | $61-90.3% | $8,252-99.9% | $74-92.0% |