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 10-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 | $2,060 |
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 | $45,135 | $59,263-23.8% | $96,562-53.3% | $79,386-43.1% |
| Participation rate | 96.6% | 61.9%+34.7pp | 69.8%+26.7pp | 70.7%+25.8pp |
| Annual return | 15.78% | 27.07%-11.3pp | 37.78%-22.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $5,292 | $2,948+79.5% | $3,849+37.5% | $4,046+30.8% |
| Admin fee / account holder | $11 | $658-98.4% | $6,181-99.8% | $626-98.3% |