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 | $27,841 |
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 | $135,987 | $100,801+34.9% | $149,696-9.2% | $73,409+85.2% |
| Participation rate | 93.3% | 77.7%+15.6pp | 82.5%+10.8pp | 72.2%+21.1pp |
| Annual return | 26.80% | 265.34%-238.5pp | 276.60%-249.8pp | 59.29%-32.5pp |
| Employer contribution / active EE | $4,693 | $3,312+41.7% | $4,644+1.0% | $2,234+110.1% |
| Participant deferral / active EE | $14,186 | $6,404+121.5% | $6,842+107.3% | $3,805+272.8% |
| Admin fee / account holder | $66 | $181-63.2% | $9,309-99.3% | $158-57.9% |