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 | $98,893 |
Service code 27 · EIN 45-4118952 | Advisory (Plan) | $5,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,098 | $82,202-76.8% | $125,339-84.8% | $64,808-70.5% |
| Participation rate | 77.1% | 77.9%-0.8pp | 82.4%-5.3pp | 71.5%+5.6pp |
| Annual return | -14.77% | 3.48%-18.2pp | 572.05%-586.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,691 | $3,615-53.2% | $4,814-64.9% | $2,506-32.5% |
| Participant deferral / active EE | $3,939 | $7,175-45.1% | $7,446-47.1% | $4,310-8.6% |
| Admin fee / account holder | $112 | $163-31.3% | $10,010-98.9% | $188-40.3% |