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 | $18,470 |
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 | $19,698 | $99,078-80.1% | $96,544-79.6% | $74,419-73.5% |
| Participation rate | 89.3% | 80.7%+8.7pp | 76.0%+13.4pp | 70.7%+18.6pp |
| Annual return | 17.67% | 22.48%-4.8pp | 25.84%-8.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $996 | $2,570-61.2% | $2,965-66.4% | $2,637-62.2% |
| Participant deferral / active EE | $2,941 | $4,933-40.4% | $4,851-39.4% | $4,528-35.1% |
| Admin fee / account holder | $18 | $225-92.1% | $8,252-99.8% | $348-94.9% |