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 5-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 | $12,307 |
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 | $26,418 | $86,897-69.6% | $151,611-82.6% | $64,808-59.2% |
| Participation rate | 76.2% | 87.3%-11.1pp | 87.5%-11.3pp | 71.5%+4.7pp |
| Annual return | -9.68% | -3.57%-6.1pp | 3.33%-13.0pp | 32.82%-42.5pp |
| Employer contribution / active EE | $2,685 | $4,010-33.0% | $6,166-56.5% | $2,506+7.1% |
| Participant deferral / active EE | $7,182 | $6,690+7.4% | $8,363-14.1% | $4,310+66.6% |
| Admin fee / account holder | $40 | $153-73.9% | $11,616-99.7% | $188-78.8% |