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 55 · EIN 35-2552359 | Other Commissions | $13,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,713 |
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 | $22,301 | $73,638-69.7% | $95,952-76.8% | $73,488-69.7% |
| Participation rate | 87.8% | 76.2%+11.7pp | 77.1%+10.8pp | 70.7%+17.2pp |
| Annual return | 12.18% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $590 | $1,863-68.3% | $2,541-76.8% | $2,270-74.0% |
| Participant deferral / active EE | $2,311 | $3,617-36.1% | $4,167-44.5% | $3,740-38.2% |
| Admin fee / account holder | $12 | $482-97.5% | $6,795-99.8% | $513-97.7% |