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 | $47,245 |
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 | $42,304 | $131,153-67.7% | $101,326-58.2% | $102,872-58.9% |
| Participation rate | 92.9% | 80.8%+12.1pp | 81.5%+11.4pp | 73.0%+19.8pp |
| Annual return | 38.26% | 23.05%+15.2pp | 36.82%+1.4pp | 19.06%+19.2pp |
| Employer contribution / active EE | $4,164 | $3,900+6.8% | $3,665+13.6% | $3,526+18.1% |
| Participant deferral / active EE | $5,272 | $10,801-51.2% | $7,994-34.0% | $5,535-4.7% |
| Admin fee / account holder | $13 | $140-90.6% | $11,185-99.9% | $292-95.5% |