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 | $9,744 |
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 | $25,039 | $104,697-76.1% | $96,544-74.1% | $80,160-68.8% |
| Participation rate | 87.7% | 86.4%+1.3pp | 76.0%+11.7pp | 72.9%+14.8pp |
| Annual return | 20.94% | 21.78%-0.8pp | 25.84%-4.9pp | 40.38%-19.4pp |
| Employer contribution / active EE | $1,042 | $3,536-70.5% | $2,965-64.9% | $2,978-65.0% |
| Participant deferral / active EE | $4,143 | $6,188-33.0% | $4,851-14.6% | $5,017-17.4% |
| Admin fee / account holder | $7 | $107-93.4% | $8,252-99.9% | $145-95.2% |