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 | $763 |
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 | $48,287 | $58,320-17.2% | $86,436-44.1% | $66,914-27.8% |
| Participation rate | 98.4% | 78.6%+19.8pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -18.84% | -9.71%-9.1pp | 4394.89%-4413.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $8,767 | $2,615+235.2% | $3,769+132.6% | $2,544+244.6% |
| Participant deferral / active EE | $13,138 | $6,899+90.4% | $6,952+89.0% | $4,237+210.1% |
| Admin fee / account holder | $5 | $546-99.1% | $6,731-99.9% | $593-99.1% |