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 6-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 | $19,304 |
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 | $17,991 | $72,254-75.1% | $86,677-79.2% | $64,808-72.2% |
| Participation rate | 90.2% | 80.4%+9.8pp | 76.6%+13.6pp | 71.5%+18.7pp |
| Annual return | -16.24% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $950 | $2,393-60.3% | $2,836-66.5% | $2,506-62.1% |
| Participant deferral / active EE | $2,745 | $4,658-41.1% | $4,656-41.0% | $4,310-36.3% |
| Admin fee / account holder | $20 | $174-88.4% | $7,493-99.7% | $188-89.3% |