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 | $6,768 |
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 | $11,861 | $42,353-72.0% | $79,550-85.1% | $64,808-81.7% |
| Participation rate | 92.2% | 64.8%+27.4pp | 69.5%+22.7pp | 71.5%+20.7pp |
| Annual return | -15.91% | -12.24%-3.7pp | 0.16%-16.1pp | 32.82%-48.7pp |
| Employer contribution / active EE | $383 | $1,181-67.6% | $2,413-84.1% | $2,506-84.7% |
| Participant deferral / active EE | $1,952 | $3,170-38.4% | $3,985-51.0% | $4,310-54.7% |
| Admin fee / account holder | $12 | $160-92.7% | $6,832-99.8% | $188-93.8% |