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 | $16,144 |
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 | $17,658 | $46,292-61.9% | $143,757-87.7% | $64,808-72.8% |
| Participation rate | 94.6% | 64.2%+30.4pp | 80.3%+14.3pp | 71.5%+23.2pp |
| Annual return | -17.83% | -10.05%-7.8pp | -0.04%-17.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,078 | $1,910-43.5% | $4,951-78.2% | $2,506-57.0% |
| Participant deferral / active EE | $3,597 | $2,646+36.0% | $5,637-36.2% | $4,310-16.6% |
| Admin fee / account holder | $44 | $154-71.3% | $14,673-99.7% | $188-76.5% |