Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 7-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,309 | $122,259-45.8% | $147,005-54.9% | $199,768-66.8% |
| Participation rate | 93.4% | 78.3%+15.1pp | 82.2%+11.2pp | 72.0%+21.4pp |
| Annual return | 28.34% | 30.58%-2.2pp | 418.76%-390.4pp | 34.26%-5.9pp |
| Employer contribution / active EE | $0 | $4,097-100.0% | $4,934-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $14,883 | $8,504+75.0% | $8,070+84.4% | $5,090+192.4% |
| Admin fee / account holder | $7 | $179-96.3% | $13,006-99.9% | $269-97.5% |