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 | $1,125 |
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 | $134,158 | $82,879+61.9% | $96,576+38.9% | $67,986+97.3% |
| Participation rate | 86.3% | 75.2%+11.2pp | 81.4%+4.9pp | 57.2%+29.1pp |
| Annual return | 33.43% | 36.90%-3.5pp | 38.47%-5.0pp | 31.67%+1.8pp |
| Employer contribution / active EE | $6,008 | $2,727+120.3% | $3,553+69.1% | $2,019+197.6% |
| Participant deferral / active EE | $14,256 | $6,976+104.4% | $7,956+79.2% | $3,358+324.5% |
| Admin fee / account holder | $6 | $2,783-99.8% | $11,381-99.9% | $3,203-99.8% |