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 | $5,938 |
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 | $74,290 | $48,335+53.7% | $121,098-38.7% | $71,457+4.0% |
| Participation rate | 94.9% | 54.3%+40.6pp | 69.5%+25.4pp | 67.9%+27.0pp |
| Annual return | 23.03% | 23.32%-0.3pp | 985.75%-962.7pp | 28.85%-5.8pp |
| Employer contribution / active EE | $1,074 | $1,489-27.9% | $4,164-74.2% | $2,588-58.5% |
| Participant deferral / active EE | $4,407 | $2,754+60.0% | $4,080+8.0% | $4,289+2.7% |
| Admin fee / account holder | $29 | $1,841-98.4% | $5,644-99.5% | $1,587-98.2% |