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 | $24,552 |
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 | $29,317 | $84,487-65.3% | $125,339-76.6% | $66,914-56.2% |
| Participation rate | 91.6% | 76.4%+15.2pp | 82.4%+9.3pp | 69.8%+21.8pp |
| Annual return | -15.70% | -8.39%-7.3pp | 572.05%-587.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $105 | $3,553-97.0% | $4,814-97.8% | $2,544-95.9% |
| Participant deferral / active EE | $11,010 | $6,781+62.4% | $7,446+47.9% | $4,237+159.9% |
| Admin fee / account holder | $128 | $685-81.4% | $10,010-98.7% | $593-78.5% |