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 | $14,638 |
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 | $50,000 | $78,419-36.2% | $133,956-62.7% | $73,409-31.9% |
| Participation rate | 82.3% | 78.6%+3.7pp | 79.8%+2.4pp | 72.2%+10.1pp |
| Annual return | 26.03% | 33.35%-7.3pp | 45.09%-19.1pp | 59.29%-33.3pp |
| Employer contribution / active EE | $606 | $2,044-70.3% | $3,919-84.5% | $2,234-72.9% |
| Participant deferral / active EE | $3,824 | $3,925-2.6% | $5,048-24.2% | $3,805+0.5% |
| Admin fee / account holder | $16 | $161-90.2% | $8,927-99.8% | $158-90.0% |