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 | $1,539 |
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 | $161,553 | $51,197+215.6% | $82,719+95.3% | $66,914+141.4% |
| Participation rate | 87.8% | 67.8%+20.0pp | 72.6%+15.2pp | 69.8%+18.0pp |
| Annual return | -18.43% | -9.64%-8.8pp | 701.18%-719.6pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,871 | $2,611+48.3% | $3,009+28.6% | $2,544+52.1% |
| Participant deferral / active EE | $4,522 | $3,458+30.8% | $4,395+2.9% | $4,237+6.7% |
| Admin fee / account holder | $26 | $416-93.9% | $5,329-99.5% | $593-95.7% |