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 | $20,738 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,360 | $69,477+271.9% | $94,646+173.0% | $71,457+261.6% |
| Participation rate | 91.9% | 78.4%+13.4pp | 80.8%+11.1pp | 67.9%+24.0pp |
| Annual return | 14.25% | 29.66%-15.4pp | 156.71%-142.5pp | 28.85%-14.6pp |
| Employer contribution / active EE | $14,005 | $2,853+390.9% | $3,672+281.4% | $2,588+441.2% |
| Participant deferral / active EE | $16,021 | $7,345+118.1% | $7,418+116.0% | $4,289+273.6% |
| Admin fee / account holder | $109 | $1,210-91.0% | $7,231-98.5% | $1,587-93.2% |