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 | $236,021 |
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 | $30,882 | $119,627-74.2% | $147,005-79.0% | $99,061-68.8% |
| Participation rate | 89.5% | 73.4%+16.0pp | 82.2%+7.3pp | 71.6%+17.9pp |
| Annual return | 24.62% | 28.82%-4.2pp | 418.76%-394.1pp | 17.66%+7.0pp |
| Employer contribution / active EE | $2,021 | $4,153-51.3% | $4,934-59.0% | $3,261-38.0% |
| Participant deferral / active EE | $8,414 | $7,997+5.2% | $8,070+4.3% | $5,331+57.8% |
| Admin fee / account holder | $32 | $150-78.3% | $13,006-99.8% | $109-70.2% |