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 | $42,021 |
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 | $197,231 | $121,341+62.5% | $189,513+4.1% | $79,386+148.4% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.8%+7.2pp | 70.7%+24.3pp |
| Annual return | 17.04% | 21.08%-4.0pp | 555.15%-538.1pp | 116.85%-99.8pp |
| Employer contribution / active EE | $3,819 | $3,915-2.5% | $6,162-38.0% | $2,427+57.3% |
| Participant deferral / active EE | $14,074 | $6,395+120.1% | $8,221+71.2% | $4,046+247.9% |
| Admin fee / account holder | $174 | $651-73.3% | $12,045-98.6% | $626-72.2% |