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 | $54,974 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $25,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,719 | $87,125-63.6% | $108,410-70.7% | $86,799-63.5% |
| Participation rate | 85.0% | 80.5%+4.5pp | 80.1%+4.9pp | 72.3%+12.7pp |
| Annual return | 20.29% | 25.21%-4.9pp | 905.27%-885.0pp | 97.91%-77.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,756 | $6,944-2.7% | $6,563+2.9% | $4,131+63.6% |
| Admin fee / account holder | $173 | $130+32.7% | $7,295-97.6% | $170+1.9% |