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 | -$38,270 |
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 | $199,275 | $86,655+130.0% | $119,609+66.6% | $66,914+197.8% |
| Participation rate | 91.5% | 75.6%+15.9pp | 79.3%+12.2pp | 69.8%+21.7pp |
| Annual return | -19.88% | -8.00%-11.9pp | -14.97%-4.9pp | 1.58%-21.5pp |
| Employer contribution / active EE | $7,480 | $2,536+195.0% | $4,232+76.8% | $2,544+194.0% |
| Participant deferral / active EE | $18,249 | $4,358+318.8% | $5,602+225.8% | $4,237+330.7% |
| Admin fee / account holder | $10 | $755-98.7% | $10,323-99.9% | $593-98.3% |