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 | $75,846 |
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 | $122,366 | $86,897+40.8% | $151,611-19.3% | $64,808+88.8% |
| Participation rate | 91.2% | 87.3%+3.9pp | 87.5%+3.7pp | 71.5%+19.7pp |
| Annual return | -18.49% | -3.57%-14.9pp | 3.33%-21.8pp | 32.82%-51.3pp |
| Employer contribution / active EE | $4,402 | $4,010+9.8% | $6,166-28.6% | $2,506+75.7% |
| Participant deferral / active EE | $16,707 | $6,690+149.7% | $8,363+99.8% | $4,310+287.6% |
| Admin fee / account holder | $90 | $153-40.9% | $11,616-99.2% | $188-51.8% |