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 | $42,186 |
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 | $217,075 | $49,915+334.9% | $154,803+40.2% | $74,304+192.1% |
| Participation rate | 98.7% | 54.0%+44.8pp | 78.1%+20.7pp | 60.3%+38.4pp |
| Annual return | 17.44% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $9,459 | $1,611+487.0% | $4,305+119.7% | $2,241+322.0% |
| Participant deferral / active EE | $7,115 | $2,255+215.6% | $5,540+28.4% | $3,767+88.9% |
| Admin fee / account holder | $226 | $2,189-89.7% | $14,329-98.4% | $2,969-92.4% |