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 | $16,808 |
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 | $75,879 | $42,332+79.2% | $80,569-5.8% | - |
| Participation rate | 75.8% | 51.1%+24.7pp | 67.0%+8.8pp | - |
| Annual return | 26.64% | 49.00%-22.4pp | 935.43%-908.8pp | - |
| Employer contribution / active EE | $870 | $1,076-19.1% | $2,723-68.0% | - |
| Participant deferral / active EE | $12,254 | $3,616+238.9% | $4,447+175.5% | - |
| Admin fee / account holder | $134 | $1,582-91.6% | $5,377-97.5% | - |