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 | $54,142 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,659 | $81,908-12.5% | $90,749-21.0% | $64,808+10.6% |
| Participation rate | 97.5% | 80.5%+17.0pp | 75.7%+21.8pp | 71.5%+26.0pp |
| Annual return | -18.00% | -12.53%-5.5pp | -12.16%-5.8pp | 32.82%-50.8pp |
| Employer contribution / active EE | $3,655 | $3,065+19.3% | $2,921+25.1% | $2,506+45.9% |
| Participant deferral / active EE | $14,115 | $4,840+191.6% | $4,564+209.3% | $4,310+227.5% |
| Admin fee / account holder | $129 | $157-18.2% | $8,445-98.5% | $188-31.5% |