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 | $8,947 |
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 | $76,060 | $71,142+6.9% | $119,609-36.4% | $64,808+17.4% |
| Participation rate | 96.3% | 78.6%+17.7pp | 79.3%+17.1pp | 71.5%+24.8pp |
| Annual return | -18.09% | -10.01%-8.1pp | -14.97%-3.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,019 | $2,497-19.2% | $4,232-52.3% | $2,506-19.4% |
| Participant deferral / active EE | $6,080 | $4,490+35.4% | $5,602+8.5% | $4,310+41.1% |
| Admin fee / account holder | $10 | $162-93.9% | $10,323-99.9% | $188-94.7% |