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 | $24,977 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,362 | $119,446+190.8% | $150,045+131.5% | $85,563+306.0% |
| Participation rate | 83.2% | 75.4%+7.7pp | 82.3%+0.8pp | 66.0%+17.2pp |
| Annual return | 45.18% | 23.72%+21.5pp | 62.55%-17.4pp | 31.51%+13.7pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $15,760 | $7,985+97.4% | $7,997+97.1% | $4,375+260.2% |
| Admin fee / account holder | $39 | $548-92.9% | $13,435-99.7% | $834-95.4% |