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 | $787 |
Employer contribution per participant 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 | $47,903 | $84,487-43.3% | $125,339-61.8% | $66,914-28.4% |
| Participation rate | 82.2% | 76.4%+5.8pp | 82.4%-0.2pp | 69.8%+12.4pp |
| Annual return | -4.74% | -8.39%+3.7pp | 572.05%-576.8pp | 1.58%-6.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $15,327 | $6,781+126.0% | $7,446+105.8% | $4,237+261.8% |
| Admin fee / account holder | $3 | $685-99.6% | $10,010-100.0% | $593-99.5% |