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 7-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 | $67,708 |
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 | $72,522 | $86,897-16.5% | $151,611-52.2% | $64,808+11.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -9.07% | -3.57%-5.5pp | 3.33%-12.4pp | 32.82%-41.9pp |
| Employer contribution / active EE | $5,002 | $4,010+24.7% | $6,166-18.9% | $2,506+99.6% |
| Participant deferral / active EE | $11,622 | $6,690+73.7% | $8,363+39.0% | $4,310+169.6% |
| Admin fee / account holder | $80 | $153-47.6% | $11,616-99.3% | $188-57.3% |