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 3-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 |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $33,435 |
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 | $188,890 | $112,315+68.2% | $81,367+132.1% | $55,191+242.2% |
| Participation rate | 98.2% | 88.0%+10.2pp | 82.3%+15.9pp | 69.2%+29.1pp |
| Annual return | -9.26% | 0.62%-9.9pp | -0.92%-8.3pp | 10.78%-20.0pp |
| Employer contribution / active EE | $4,016 | $4,239-5.3% | $3,930+2.2% | $1,899+111.5% |
| Participant deferral / active EE | $4,279 | $6,435-33.5% | $5,383-20.5% | $3,046+40.5% |
| Admin fee / account holder | $34 | $83-58.8% | $8,926-99.6% | $91-62.2% |