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 | $6,570 |
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 | $125,859 | $78,275+60.8% | $109,143+15.3% | $86,799+45.0% |
| Participation rate | 98.4% | 73.8%+24.6pp | 75.9%+22.5pp | 72.3%+26.1pp |
| Annual return | 19.05% | 19.14%-0.1pp | 25.75%-6.7pp | 97.91%-78.9pp |
| Employer contribution / active EE | $2,950 | $3,105-5.0% | $3,722-20.7% | $2,405+22.7% |
| Participant deferral / active EE | $9,072 | $3,641+149.2% | $4,653+95.0% | $4,131+119.6% |
| Admin fee / account holder | $23 | $198-88.2% | $6,752-99.7% | $170-86.2% |