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 | $110,078 |
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 | $271,895 | $95,388+185.0% | $125,339+116.9% | $77,904+249.0% |
| Participation rate | 90.7% | 78.6%+12.1pp | 82.4%+8.4pp | 73.7%+17.0pp |
| Annual return | -17.55% | 116.19%-133.7pp | 572.05%-589.6pp | 12.21%-29.8pp |
| Employer contribution / active EE | $9,410 | $3,666+156.7% | $4,814+95.5% | $2,848+230.4% |
| Participant deferral / active EE | $13,585 | $7,711+76.2% | $7,446+82.4% | $4,806+182.7% |
| Admin fee / account holder | $48 | $119-59.8% | $10,010-99.5% | $133-63.9% |