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 | $17,595 |
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 | $66,309 | $122,186-45.7% | $146,958-54.9% | $199,593-66.8% |
| Participation rate | 93.4% | 78.3%+15.1pp | 82.2%+11.2pp | 72.0%+21.4pp |
| Annual return | 28.34% | 30.56%-2.2pp | 418.34%-390.0pp | 34.25%-5.9pp |
| Employer contribution / active EE | $0 | $4,093-100.0% | $4,933-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $14,883 | $8,502+75.1% | $8,070+84.4% | $5,087+192.6% |
| Admin fee / account holder | $7 | $179-96.3% | $12,998-99.9% | $269-97.5% |