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 9-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 | $11,167 |
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 | $32,977 | $86,225-61.8% | $146,665-77.5% | $86,799-62.0% |
| Participation rate | 94.0% | 78.0%+16.0pp | 80.1%+13.9pp | 72.3%+21.7pp |
| Annual return | 18.00% | 31.23%-13.2pp | 22.74%-4.7pp | 97.91%-79.9pp |
| Employer contribution / active EE | $1,200 | $2,392-49.8% | $4,136-71.0% | $2,405-50.1% |
| Participant deferral / active EE | $4,272 | $4,245+0.6% | $5,506-22.4% | $4,131+3.4% |
| Admin fee / account holder | $15 | $195-92.3% | $10,280-99.9% | $170-91.1% |