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 | $7,163 |
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 | $36,631 | $91,407-59.9% | $135,903-73.0% | $71,457-48.7% |
| Participation rate | 96.2% | 75.7%+20.6pp | 81.9%+14.3pp | 67.9%+28.3pp |
| Annual return | 23.25% | 29.90%-6.6pp | 68.23%-45.0pp | 28.85%-5.6pp |
| Employer contribution / active EE | $273 | $3,703-92.6% | $4,856-94.4% | $2,588-89.4% |
| Participant deferral / active EE | $14,138 | $7,092+99.4% | $7,758+82.2% | $4,289+229.7% |
| Admin fee / account holder | $28 | $1,266-97.8% | $10,762-99.7% | $1,587-98.3% |