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 | $596 |
Annual investment return 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 | $157,970 | $79,694+98.2% | $96,139+64.3% | $79,386+99.0% |
| Participation rate | 95.2% | 54.0%+41.2pp | 68.4%+26.7pp | 70.7%+24.5pp |
| Annual return | 8.86% | 40.84%-32.0pp | 191.94%-183.1pp | 116.85%-108.0pp |
| Employer contribution / active EE | $21,097 | $1,443+1361.8% | $2,797+654.3% | $2,427+769.1% |
| Participant deferral / active EE | $17,129 | $2,539+574.7% | $4,349+293.9% | $4,046+323.4% |
| Admin fee / account holder | $3 | $630-99.5% | $5,537-99.9% | $626-99.5% |