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 | $14,431 |
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 | $196,737 | $88,122+123.3% | $141,162+39.4% | $67,579+191.1% |
| Participation rate | 86.1% | 76.5%+9.6pp | 82.5%+3.6pp | 71.3%+14.8pp |
| Annual return | 3.23% | 75.40%-72.2pp | 71.39%-68.2pp | 378.56%-375.3pp |
| Employer contribution / active EE | $10,488 | $3,224+225.3% | $4,735+121.5% | $2,148+388.3% |
| Participant deferral / active EE | $4,331 | $5,958-27.3% | $6,709-35.4% | $3,539+22.4% |
| Admin fee / account holder | $12 | $131-90.6% | $10,261-99.9% | $142-91.4% |