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 | $41,744 |
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 | $110,371 | $82,202+34.3% | $125,339-11.9% | $64,808+70.3% |
| Participation rate | 96.5% | 77.9%+18.6pp | 82.4%+14.1pp | 71.5%+25.1pp |
| Annual return | -17.36% | 3.48%-20.8pp | 572.05%-589.4pp | 32.82%-50.2pp |
| Employer contribution / active EE | $5,650 | $3,615+56.3% | $4,814+17.4% | $2,506+125.5% |
| Participant deferral / active EE | $17,436 | $7,175+143.0% | $7,446+134.2% | $4,310+304.5% |
| Admin fee / account holder | $64 | $163-61.1% | $10,010-99.4% | $188-66.2% |