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 | $29,395 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,995 | $101,523+186.6% | $141,162+106.1% | $77,787+274.1% |
| Participation rate | 86.1% | 77.4%+8.7pp | 82.5%+3.6pp | 73.2%+12.9pp |
| Annual return | 4.21% | 56.22%-52.0pp | 71.39%-67.2pp | 32.57%-28.4pp |
| Employer contribution / active EE | $5,705 | $3,341+70.7% | $4,735+20.5% | $2,504+127.8% |
| Participant deferral / active EE | $13,647 | $6,434+112.1% | $6,709+103.4% | $3,967+244.0% |
| Admin fee / account holder | $11 | $92-88.1% | $10,261-99.9% | $100-89.1% |