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 | $68,947 |
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 | $114,781 | $129,021-11.0% | $184,203-37.7% | $77,643+47.8% |
| Participation rate | 97.9% | 87.3%+10.6pp | 86.8%+11.1pp | 70.6%+27.4pp |
| Annual return | 20.43% | 33.27%-12.8pp | 28.81%-8.4pp | 31.24%-10.8pp |
| Employer contribution / active EE | $5,080 | $4,413+15.1% | $6,427-21.0% | $2,726+86.4% |
| Participant deferral / active EE | $13,530 | $7,297+85.4% | $9,131+48.2% | $4,647+191.1% |
| Admin fee / account holder | $69 | $254-73.0% | $13,901-99.5% | $430-84.1% |