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 | $1,150 |
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 | $109,090 | $71,883+51.8% | $86,677+25.9% | $68,494+59.3% |
| Participation rate | 88.6% | 72.2%+16.3pp | 76.6%+12.0pp | 67.9%+20.7pp |
| Annual return | 2.34% | 3.52%-1.2pp | 35.91%-33.6pp | -7.84%+10.2pp |
| Employer contribution / active EE | $1,704 | $2,173-21.6% | $2,836-39.9% | $2,596-34.4% |
| Participant deferral / active EE | $8,406 | $3,779+122.5% | $4,656+80.6% | $4,027+108.7% |
| Admin fee / account holder | $22 | $6,112-99.6% | $7,493-99.7% | $5,403-99.6% |