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 | $37,036 |
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 | $69,597 | $50,458+37.9% | $159,960-56.5% | $64,808+7.4% |
| Participation rate | 93.0% | 68.0%+25.0pp | 78.0%+15.0pp | 71.5%+21.5pp |
| Annual return | -18.08% | -13.42%-4.7pp | 408.60%-426.7pp | 32.82%-50.9pp |
| Employer contribution / active EE | $1,226 | $1,722-28.8% | $4,226-71.0% | $2,506-51.1% |
| Participant deferral / active EE | $6,586 | $4,004+64.5% | $6,182+6.5% | $4,310+52.8% |
| Admin fee / account holder | $113 | $706-84.0% | $8,698-98.7% | $188-40.0% |