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 | $25,087 |
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 | $29,987 | $83,595-64.1% | $86,436-65.3% | $78,044-61.6% |
| Participation rate | 76.5% | 81.9%-5.4pp | 80.3%-3.9pp | 74.4%+2.0pp |
| Annual return | 0.81% | -10.64%+11.5pp | 4394.89%-4394.1pp | 10.87%-10.1pp |
| Employer contribution / active EE | $1,742 | $3,111-44.0% | $3,769-53.8% | $3,125-44.2% |
| Participant deferral / active EE | $3,996 | $6,427-37.8% | $6,952-42.5% | $5,084-21.4% |
| Admin fee / account holder | $5 | $82-94.3% | $6,731-99.9% | $79-94.1% |