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 | $5,697 |
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 | $65,820 | $45,602+44.3% | $117,472-44.0% | $66,914-1.6% |
| Participation rate | 91.3% | 57.6%+33.6pp | 70.6%+20.7pp | 69.8%+21.5pp |
| Annual return | -19.90% | -16.74%-3.2pp | 29.74%-49.6pp | 1.58%-21.5pp |
| Employer contribution / active EE | $1,849 | $1,579+17.1% | $4,176-55.7% | $2,544-27.3% |
| Participant deferral / active EE | $5,286 | $2,845+85.8% | $4,070+29.9% | $4,237+24.8% |
| Admin fee / account holder | $30 | $661-95.5% | $5,645-99.5% | $593-94.9% |