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 | $550 |
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 | $125,138 | $59,107+111.7% | $86,436+44.8% | $68,494+82.7% |
| Participation rate | 75.3% | 75.2%0pp | 80.3%-5.1pp | 67.9%+7.4pp |
| Annual return | -15.45% | -0.23%-15.2pp | 4394.89%-4410.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $17,695 | $5,901+199.9% | $6,952+154.5% | $4,027+339.4% |
| Admin fee / account holder | $38 | $5,637-99.3% | $6,731-99.4% | $5,403-99.3% |