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 6-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 | $18,378 |
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 | $40,047 | $95,274-58.0% | $135,903-70.5% | $74,419-46.2% |
| Participation rate | 82.7% | 78.2%+4.5pp | 81.9%+0.8pp | 70.7%+12.0pp |
| Annual return | 34.71% | 32.77%+1.9pp | 68.23%-33.5pp | 34.38%+0.3pp |
| Employer contribution / active EE | $58 | $3,874-98.5% | $4,856-98.8% | $2,637-97.8% |
| Participant deferral / active EE | $11,715 | $7,782+50.5% | $7,758+51.0% | $4,528+158.7% |
| Admin fee / account holder | $16 | $266-94.1% | $10,762-99.9% | $348-95.4% |