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 | $80,450 |
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 | $13,022 | $43,466-70.0% | $90,951-85.7% | $90,288-85.6% |
| Participation rate | 91.7% | 62.5%+29.2pp | 69.0%+22.7pp | 73.4%+18.3pp |
| Annual return | 14.36% | 25.26%-10.9pp | 134.60%-120.2pp | 53.97%-39.6pp |
| Employer contribution / active EE | $432 | $840-48.6% | $2,122-79.6% | $2,524-82.9% |
| Participant deferral / active EE | $1,452 | $2,138-32.1% | $3,373-56.9% | $4,232-65.7% |
| Admin fee / account holder | $36 | $92-60.9% | $5,959-99.4% | $114-68.5% |