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 | $88,634+51.4% | $101,326+32.4% | $74,304+80.6% |
| Participation rate | 86.3% | 76.9%+9.5pp | 81.5%+4.8pp | 60.3%+26.0pp |
| Annual return | 33.43% | 33.10%+0.3pp | 36.82%-3.4pp | 29.43%+4.0pp |
| Employer contribution / active EE | $6,008 | $2,930+105.0% | $3,665+63.9% | $2,241+168.1% |
| Participant deferral / active EE | $14,256 | $7,322+94.7% | $7,994+78.3% | $3,767+278.4% |
| Admin fee / account holder | $6 | $2,425-99.8% | $11,185-99.9% | $2,969-99.8% |