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 | -$120,734 |
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 | $116,830 | $81,908+42.6% | $90,749+28.7% | $64,808+80.3% |
| Participation rate | 91.8% | 80.5%+11.3pp | 75.7%+16.1pp | 71.5%+20.3pp |
| Annual return | -16.39% | -12.53%-3.9pp | -12.16%-4.2pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,601 | $3,065+17.5% | $2,921+23.3% | $2,506+43.7% |
| Participant deferral / active EE | $9,218 | $4,840+90.4% | $4,564+102.0% | $4,310+113.9% |
| Admin fee / account holder | -$120 | $157-176.6% | $8,445-101.4% | $188-164.1% |