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 10-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 | $14,306 |
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 | $24,762 | $69,823-64.5% | $77,163-67.9% | $74,419-66.7% |
| Participation rate | 89.0% | 70.0%+19.0pp | 69.6%+19.4pp | 70.7%+18.3pp |
| Annual return | 18.99% | 19.98%-1.0pp | 37.87%-18.9pp | 34.38%-15.4pp |
| Employer contribution / active EE | $1,232 | $2,150-42.7% | $2,535-51.4% | $2,637-53.3% |
| Participant deferral / active EE | $3,259 | $3,558-8.4% | $3,833-15.0% | $4,528-28.0% |
| Admin fee / account holder | $29 | $398-92.7% | $5,472-99.5% | $348-91.6% |