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 9-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 | $1,113 |
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 | $42,178 | $79,013-46.6% | $100,391-58.0% | $74,495-43.4% |
| Participation rate | 80.9% | 79.5%+1.4pp | 81.5%-0.6pp | 67.2%+13.7pp |
| Annual return | 14.19% | 20.41%-6.2pp | 49.20%-35.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,002 | $7,760-22.6% | $8,082-25.7% | $4,346+38.1% |
| Admin fee / account holder | $9 | $1,320-99.3% | $7,899-99.9% | $1,942-99.6% |