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 8-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 | $19,118 |
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 | $39,800 | $91,407-56.5% | $135,903-70.7% | $71,457-44.3% |
| Participation rate | 90.4% | 75.7%+14.7pp | 81.9%+8.4pp | 67.9%+22.4pp |
| Annual return | 29.63% | 29.90%-0.3pp | 68.23%-38.6pp | 28.85%+0.8pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,698 | $7,092+64.9% | $7,758+50.8% | $4,289+172.8% |
| Admin fee / account holder | $74 | $1,266-94.2% | $10,762-99.3% | $1,587-95.3% |