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 | $9,767 |
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 | $31,168 | $84,993-63.3% | $129,995-76.0% | $80,160-61.1% |
| Participation rate | 90.2% | 79.5%+10.7pp | 78.5%+11.7pp | 72.9%+17.3pp |
| Annual return | 19.64% | 23.76%-4.1pp | -137.18%+156.8pp | 40.38%-20.7pp |
| Employer contribution / active EE | $1,980 | $3,051-35.1% | $4,320-54.2% | $2,978-33.5% |
| Participant deferral / active EE | $4,587 | $4,984-8.0% | $5,820-21.2% | $5,017-8.6% |
| Admin fee / account holder | $115 | $391-70.5% | $10,614-98.9% | $145-20.5% |