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 | -$93,950 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,265 | $100,754+18.4% | $86,677+37.6% | $134,475-11.3% |
| Participation rate | 90.0% | 78.9%+11.1pp | 76.6%+13.4pp | 81.2%+8.8pp |
| Annual return | -40.79% | 29.04%-69.8pp | 35.91%-76.7pp | 417.96%-458.8pp |
| Employer contribution / active EE | $12,309 | $3,489+252.8% | $2,836+334.0% | $4,740+159.7% |
| Participant deferral / active EE | $34,450 | $5,338+545.4% | $4,656+640.0% | $6,400+438.3% |
| Admin fee / account holder | -$370 | $10,926-103.4% | $7,493-104.9% | $11,426-103.2% |