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 | $14,519 |
Employer contribution per participant 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 | $48,137 | $91,407-47.3% | $135,903-64.6% | $71,457-32.6% |
| Participation rate | 92.6% | 75.7%+17.0pp | 81.9%+10.7pp | 67.9%+24.7pp |
| Annual return | 18.39% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.5pp |
| Employer contribution / active EE | $853 | $3,703-77.0% | $4,856-82.4% | $2,588-67.1% |
| Participant deferral / active EE | $4,419 | $7,092-37.7% | $7,758-43.0% | $4,289+3.0% |
| Admin fee / account holder | $112 | $1,266-91.1% | $10,762-99.0% | $1,587-92.9% |