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 | $13,020 |
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 | $78,301 | $95,388-17.9% | $125,339-37.5% | $77,904+0.5% |
| Participation rate | 92.8% | 78.6%+14.2pp | 82.4%+10.5pp | 73.7%+19.1pp |
| Annual return | -18.88% | 116.19%-135.1pp | 572.05%-590.9pp | 12.21%-31.1pp |
| Employer contribution / active EE | $1,585 | $3,666-56.8% | $4,814-67.1% | $2,848-44.3% |
| Participant deferral / active EE | $8,371 | $7,711+8.6% | $7,446+12.4% | $4,806+74.2% |
| Admin fee / account holder | $2 | $119-98.3% | $10,010-100.0% | $133-98.5% |