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 | $7,761 |
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 | $58,276 | $71,142-18.1% | $119,609-51.3% | $64,808-10.1% |
| Participation rate | 91.8% | 78.6%+13.2pp | 79.3%+12.5pp | 71.5%+20.3pp |
| Annual return | -18.01% | -10.01%-8.0pp | -14.97%-3.0pp | 32.82%-50.8pp |
| Employer contribution / active EE | $1,215 | $2,497-51.3% | $4,232-71.3% | $2,506-51.5% |
| Participant deferral / active EE | $3,270 | $4,490-27.2% | $5,602-41.6% | $4,310-24.1% |
| Admin fee / account holder | $16 | $162-90.4% | $10,323-99.8% | $188-91.7% |