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 7-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 | $55,134 |
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 | $80,596 | $108,592-25.8% | $129,110-37.6% | $77,904+3.5% |
| Participation rate | 85.5% | 84.8%+0.7pp | 77.3%+8.3pp | 73.7%+11.8pp |
| Annual return | -15.64% | -13.72%-1.9pp | -10.94%-4.7pp | 12.21%-27.8pp |
| Employer contribution / active EE | $1,823 | $5,713-68.1% | $5,052-63.9% | $2,848-36.0% |
| Participant deferral / active EE | $8,445 | $7,051+19.8% | $6,542+29.1% | $4,806+75.7% |
| Admin fee / account holder | $52 | $91-42.6% | $14,302-99.6% | $133-60.4% |