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 4-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 | $14,908 |
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 | $52,931 | $119,446-55.7% | $150,045-64.7% | $85,563-38.1% |
| Participation rate | 73.5% | 75.4%-2.0pp | 82.3%-8.9pp | 66.0%+7.5pp |
| Annual return | 22.75% | 23.72%-1.0pp | 62.55%-39.8pp | 31.51%-8.8pp |
| Employer contribution / active EE | $2 | $4,078-100.0% | $4,693-100.0% | $2,654-99.9% |
| Participant deferral / active EE | $10,430 | $7,985+30.6% | $7,997+30.4% | $4,375+138.4% |
| Admin fee / account holder | $69 | $548-87.3% | $13,435-99.5% | $834-91.7% |