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 | $15,221 |
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 | $73,370 | $89,282-17.8% | $94,646-22.5% | $74,419-1.4% |
| Participation rate | 77.6% | 82.4%-4.9pp | 80.8%-3.3pp | 70.7%+6.8pp |
| Annual return | 26.09% | 25.96%+0.1pp | 156.71%-130.6pp | 34.38%-8.3pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $12,937 | $8,425+53.6% | $7,418+74.4% | $4,528+185.7% |
| Admin fee / account holder | $38 | $219-82.7% | $7,231-99.5% | $348-89.1% |