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 | $36,687 |
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 | $45,607 | $47,126-3.2% | $149,673-69.5% | $74,419-38.7% |
| Participation rate | 81.3% | 63.4%+17.9pp | 78.8%+2.5pp | 70.7%+10.5pp |
| Annual return | 20.12% | 22.75%-2.6pp | 134.42%-114.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,339 | $1,905-29.7% | $4,818-72.2% | $2,637-49.2% |
| Participant deferral / active EE | $2,527 | $2,728-7.4% | $5,680-55.5% | $4,528-44.2% |
| Admin fee / account holder | $24 | $343-93.0% | $13,210-99.8% | $348-93.1% |