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 | $1,325 |
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 | $90,842 | $102,553-11.4% | $151,611-40.1% | $66,914+35.8% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -13.09% | -10.82%-2.3pp | 3.33%-16.4pp | 1.58%-14.7pp |
| Employer contribution / active EE | $3,358 | $4,180-19.7% | $6,166-45.5% | $2,544+32.0% |
| Participant deferral / active EE | $10,041 | $6,641+51.2% | $8,363+20.1% | $4,237+137.0% |
| Admin fee / account holder | $5 | $630-99.3% | $11,616-100.0% | $593-99.2% |