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 9-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 | $1,319 |
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 | $79,561 | $93,182-14.6% | $146,665-45.8% | $79,386+0.2% |
| Participation rate | 78.8% | 76.4%+2.4pp | 80.1%-1.2pp | 70.7%+8.1pp |
| Annual return | 11.74% | 21.61%-9.9pp | 22.74%-11.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $691 | $2,420-71.4% | $4,136-83.3% | $2,427-71.5% |
| Participant deferral / active EE | $4,737 | $4,169+13.6% | $5,506-14.0% | $4,046+17.1% |
| Admin fee / account holder | $9 | $585-98.4% | $10,280-99.9% | $626-98.5% |