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 | $54,933 |
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 | $143,723 | $95,274+50.9% | $135,903+5.8% | $74,419+93.1% |
| Participation rate | 94.9% | 78.2%+16.7pp | 81.9%+13.0pp | 70.7%+24.2pp |
| Annual return | 24.81% | 32.77%-8.0pp | 68.23%-43.4pp | 34.38%-9.6pp |
| Employer contribution / active EE | $6,356 | $3,874+64.1% | $4,856+30.9% | $2,637+141.0% |
| Participant deferral / active EE | $18,551 | $7,782+138.4% | $7,758+139.1% | $4,528+309.7% |
| Admin fee / account holder | $77 | $266-71.2% | $10,762-99.3% | $348-77.9% |