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 | $16,037 |
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 | $58,782 | $37,393+57.2% | $77,024-23.7% | $66,914-12.2% |
| Participation rate | 71.8% | 52.9%+18.9pp | 67.9%+3.9pp | 69.8%+2.0pp |
| Annual return | -18.67% | -3.29%-15.4pp | 42.32%-61.0pp | 1.58%-20.3pp |
| Employer contribution / active EE | $934 | $1,531-39.0% | $2,812-66.8% | $2,544-63.3% |
| Participant deferral / active EE | $12,327 | $2,617+371.0% | $4,426+178.5% | $4,237+191.0% |
| Admin fee / account holder | $116 | $567-79.6% | $5,425-97.9% | $593-80.5% |