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 | $56,449 |
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 | $159,223 | $110,483+44.1% | $145,433+9.5% | $79,634+99.9% |
| Participation rate | 93.2% | 71.1%+22.1pp | 82.1%+11.1pp | 62.5%+30.7pp |
| Annual return | 17.61% | 24.62%-7.0pp | 66.58%-49.0pp | 36.46%-18.9pp |
| Employer contribution / active EE | $3,202 | $4,053-21.0% | $4,554-29.7% | $2,529+26.6% |
| Participant deferral / active EE | $16,706 | $7,216+131.5% | $7,897+111.5% | $3,835+335.7% |
| Admin fee / account holder | $45 | $680-93.4% | $13,129-99.7% | $1,002-95.5% |