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 | $57,092 |
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 | $161,688 | $102,553+57.7% | $151,611+6.6% | $66,914+141.6% |
| Participation rate | 94.8% | 85.5%+9.3pp | 87.5%+7.3pp | 69.8%+25.0pp |
| Annual return | -18.70% | -10.82%-7.9pp | 3.33%-22.0pp | 1.58%-20.3pp |
| Employer contribution / active EE | $4,550 | $4,180+8.8% | $6,166-26.2% | $2,544+78.9% |
| Participant deferral / active EE | $15,083 | $6,641+127.1% | $8,363+80.3% | $4,237+256.0% |
| Admin fee / account holder | $225 | $630-64.3% | $11,616-98.1% | $593-62.1% |