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 | $11,724 |
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 | $51,450 | $64,612-20.4% | $86,436-40.5% | $64,808-20.6% |
| Participation rate | 74.0% | 81.5%-7.5pp | 80.3%-6.4pp | 71.5%+2.5pp |
| Annual return | -14.36% | 0.66%-15.0pp | 4394.89%-4409.3pp | 32.82%-47.2pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $10,189 | $7,497+35.9% | $6,952+46.6% | $4,310+136.4% |
| Admin fee / account holder | $27 | $169-83.8% | $6,731-99.6% | $188-85.4% |