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 | $326,188 |
Employer contribution per participant 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 | $61,063 | $141,418-56.8% | $94,646-35.5% | $96,393-36.7% |
| Participation rate | 95.3% | 86.8%+8.4pp | 80.8%+14.4pp | 71.3%+24.0pp |
| Annual return | 27.65% | 21.96%+5.7pp | 156.71%-129.1pp | 22.88%+4.8pp |
| Employer contribution / active EE | $4 | $4,361-99.9% | $3,672-99.9% | $3,238-99.9% |
| Participant deferral / active EE | $15,901 | $10,695+48.7% | $7,418+114.4% | $5,455+191.5% |
| Admin fee / account holder | $19 | $82-76.4% | $7,231-99.7% | $74-73.7% |