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 | $16,337 |
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 | $61,353 | $108,719-43.6% | $101,326-39.4% | $85,563-28.3% |
| Participation rate | 91.2% | 80.9%+10.3pp | 81.5%+9.7pp | 66.0%+25.2pp |
| Annual return | 37.76% | 20.95%+16.8pp | 36.82%+0.9pp | 31.51%+6.2pp |
| Employer contribution / active EE | $27 | $3,114-99.1% | $3,665-99.3% | $2,654-99.0% |
| Participant deferral / active EE | $13,812 | $8,545+61.6% | $7,994+72.8% | $4,375+215.7% |
| Admin fee / account holder | $17 | $685-97.5% | $11,185-99.8% | $834-97.9% |