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 | $20,421 |
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 | $70,363 | $84,487-16.7% | $125,339-43.9% | $66,914+5.2% |
| Participation rate | 78.4% | 76.4%+2.0pp | 82.4%-4.0pp | 69.8%+8.6pp |
| Annual return | -18.64% | -8.39%-10.2pp | 572.05%-590.7pp | 1.58%-20.2pp |
| Employer contribution / active EE | $4,139 | $3,553+16.5% | $4,814-14.0% | $2,544+62.7% |
| Participant deferral / active EE | $9,670 | $6,781+42.6% | $7,446+29.9% | $4,237+128.2% |
| Admin fee / account holder | $138 | $685-79.9% | $10,010-98.6% | $593-76.7% |