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 | $22,307 |
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 | $25,041 | $88,890-71.8% | $102,423-75.6% | $77,643-67.7% |
| Participation rate | 78.5% | 80.9%-2.4pp | 76.5%+2.0pp | 70.6%+7.9pp |
| Annual return | 11.90% | 24.98%-13.1pp | 29.32%-17.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $977 | $2,698-63.8% | $3,023-67.7% | $2,726-64.1% |
| Participant deferral / active EE | $3,193 | $5,145-38.0% | $5,053-36.8% | $4,647-31.3% |
| Admin fee / account holder | $26 | $235-88.8% | $9,451-99.7% | $430-93.9% |