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 | $1,650 |
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 | $122,603 | $81,908+49.7% | $90,749+35.1% | $64,808+89.2% |
| Participation rate | 79.3% | 80.5%-1.1pp | 75.7%+3.7pp | 71.5%+7.9pp |
| Annual return | -18.30% | -12.53%-5.8pp | -12.16%-6.1pp | 32.82%-51.1pp |
| Employer contribution / active EE | $1,890 | $3,065-38.3% | $2,921-35.3% | $2,506-24.6% |
| Participant deferral / active EE | $7,336 | $4,840+51.6% | $4,564+60.7% | $4,310+70.2% |
| Admin fee / account holder | $6 | $157-96.3% | $8,445-99.9% | $188-96.9% |