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 | -$233,935 |
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 | $78,932 | $84,993-7.1% | $129,995-39.3% | $80,160-1.5% |
| Participation rate | 97.7% | 79.5%+18.2pp | 78.5%+19.2pp | 72.9%+24.8pp |
| Annual return | 19.82% | 23.76%-3.9pp | -137.18%+157.0pp | 40.38%-20.6pp |
| Employer contribution / active EE | $5,018 | $3,051+64.5% | $4,320+16.2% | $2,978+68.5% |
| Participant deferral / active EE | $5,998 | $4,984+20.4% | $5,820+3.1% | $5,017+19.6% |
| Admin fee / account holder | -$14 | $391-103.5% | $10,614-100.1% | $145-109.6% |