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 | $71,578 |
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 | $93,559 | $100,227-6.7% | $169,993-45.0% | $74,419+25.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 31.61% | 66.08%-34.5pp | 53.37%-21.8pp | 34.38%-2.8pp |
| Employer contribution / active EE | $5,751 | $4,263+34.9% | $6,785-15.2% | $2,637+118.1% |
| Participant deferral / active EE | $13,328 | $7,143+86.6% | $10,408+28.1% | $4,528+194.3% |
| Admin fee / account holder | $74 | $234-68.2% | $12,815-99.4% | $348-78.6% |