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 | $9,229 |
Annual investment return 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 | $40,893 | $49,451-17.3% | $79,550-48.6% | $66,914-38.9% |
| Participation rate | 90.6% | 61.3%+29.3pp | 69.5%+21.1pp | 69.8%+20.8pp |
| Annual return | -19.86% | 84.25%-104.1pp | 0.16%-20.0pp | 1.58%-21.4pp |
| Employer contribution / active EE | $1,253 | $1,266-1.0% | $2,413-48.1% | $2,544-50.7% |
| Participant deferral / active EE | $6,228 | $3,159+97.2% | $3,985+56.3% | $4,237+47.0% |
| Admin fee / account holder | $48 | $595-92.0% | $6,832-99.3% | $593-92.0% |