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 | $58,062 |
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 | $206,847 | $178,759+15.7% | $102,423+102.0% | $106,382+94.4% |
| Participation rate | 96.8% | 91.3%+5.6pp | 76.5%+20.4pp | 69.9%+27.0pp |
| Annual return | 13.95% | 17.23%-3.3pp | 29.32%-15.4pp | 17.37%-3.4pp |
| Employer contribution / active EE | $4,958 | $5,750-13.8% | $3,023+64.0% | $3,364+47.4% |
| Participant deferral / active EE | $8,375 | $9,466-11.5% | $5,053+65.8% | $5,569+50.4% |
| Admin fee / account holder | $8 | $62-87.0% | $9,451-99.9% | $79-89.8% |