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 | $69,358 |
LOCUST LANE PARTNERS LLC2 years Service code 27 · EIN 86-1789907 | Advisory (Plan) | $68,474 |
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 | $25,640 | $42,353-39.5% | $79,550-67.8% | $64,808-60.4% |
| Participation rate | 76.0% | 64.8%+11.3pp | 69.5%+6.5pp | 71.5%+4.6pp |
| Annual return | -15.45% | -12.24%-3.2pp | 0.16%-15.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,028 | $3,170+27.0% | $3,985+1.1% | $4,310-6.6% |
| Admin fee / account holder | $201 | $160+26.1% | $6,832-97.1% | $188+7.1% |