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 | $213 |
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 | $102,077 | $84,487+20.8% | $125,339-18.6% | $66,914+52.5% |
| Participation rate | 99.5% | 76.4%+23.1pp | 82.4%+17.2pp | 69.8%+29.7pp |
| Annual return | -18.83% | -8.39%-10.4pp | 572.05%-590.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $7,765 | $3,553+118.6% | $4,814+61.3% | $2,544+205.2% |
| Participant deferral / active EE | $12,900 | $6,781+90.2% | $7,446+73.2% | $4,237+204.5% |
| Admin fee / account holder | $11 | $685-98.4% | $10,010-99.9% | $593-98.1% |