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 | -$30,882 |
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 | $157,203 | $95,388+64.8% | $125,339+25.4% | $77,904+101.8% |
| Participation rate | 98.7% | 78.6%+20.1pp | 82.4%+16.4pp | 73.7%+25.1pp |
| Annual return | -18.80% | 116.19%-135.0pp | 572.05%-590.9pp | 12.21%-31.0pp |
| Employer contribution / active EE | $7,956 | $3,666+117.0% | $4,814+65.3% | $2,848+179.4% |
| Participant deferral / active EE | $14,594 | $7,711+89.3% | $7,446+96.0% | $4,806+203.7% |
| Admin fee / account holder | -$16 | $119-113.6% | $10,010-100.2% | $133-112.2% |