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 | $18,486 |
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 | $52,573 | $81,908-35.8% | $90,749-42.1% | $64,808-18.9% |
| Participation rate | 93.1% | 80.5%+12.6pp | 75.7%+17.4pp | 71.5%+21.6pp |
| Annual return | -19.74% | -12.53%-7.2pp | -12.16%-7.6pp | 32.82%-52.6pp |
| Employer contribution / active EE | $1,281 | $3,065-58.2% | $2,921-56.1% | $2,506-48.9% |
| Participant deferral / active EE | $3,936 | $4,840-18.7% | $4,564-13.8% | $4,310-8.7% |
| Admin fee / account holder | $73 | $157-53.8% | $8,445-99.1% | $188-61.4% |