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 | -$10,091 |
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 | $163,743 | $73,867+121.7% | $143,757+13.9% | $68,494+139.1% |
| Participation rate | 89.9% | 66.7%+23.2pp | 80.3%+9.6pp | 67.9%+22.0pp |
| Annual return | -16.75% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $5,623 | $3,184+76.6% | $4,951+13.6% | $2,596+116.6% |
| Participant deferral / active EE | $6,546 | $3,384+93.4% | $5,637+16.1% | $4,027+62.5% |
| Admin fee / account holder | $7 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |