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 | $40,105 |
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 | $68,873 | $47,898+43.8% | $117,472-41.4% | $64,808+6.3% |
| Participation rate | 95.1% | 61.9%+33.2pp | 70.6%+24.5pp | 71.5%+23.6pp |
| Annual return | -19.42% | -15.54%-3.9pp | 29.74%-49.2pp | 32.82%-52.2pp |
| Employer contribution / active EE | $7,810 | $1,774+340.3% | $4,176+87.0% | $2,506+211.7% |
| Participant deferral / active EE | $8,259 | $3,151+162.1% | $4,070+102.9% | $4,310+91.6% |
| Admin fee / account holder | $72 | $132-45.0% | $5,645-98.7% | $188-61.4% |