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 | $2,638 |
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 | $57,314 | $71,883-20.3% | $86,677-33.9% | $68,494-16.3% |
| Participation rate | 71.8% | 72.2%-0.4pp | 76.6%-4.8pp | 67.9%+3.9pp |
| Annual return | -21.84% | 3.52%-25.4pp | 35.91%-57.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,338 | $2,173+7.6% | $2,836-17.6% | $2,596-9.9% |
| Participant deferral / active EE | $6,669 | $3,779+76.5% | $4,656+43.2% | $4,027+65.6% |
| Admin fee / account holder | $26 | $6,112-99.6% | $7,493-99.7% | $5,403-99.5% |