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 8-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 | $107,595 |
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 | $107,986 | $110,299-2.1% | $102,423+5.4% | $199,593-45.9% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.6pp | 72.0%+26.1pp |
| Annual return | 7.81% | 35.73%-27.9pp | 29.32%-21.5pp | 34.25%-26.4pp |
| Employer contribution / active EE | $3,223 | $3,603-10.6% | $3,023+6.6% | $3,034+6.2% |
| Participant deferral / active EE | $7,694 | $6,376+20.7% | $5,053+52.3% | $5,087+51.3% |
| Admin fee / account holder | $82 | $122-33.1% | $9,451-99.1% | $269-69.6% |