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 8-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 | $43,841 |
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 | $13,686 | $95,776-85.7% | $162,163-91.6% | $77,787-82.4% |
| Participation rate | 80.1% | 88.6%-8.5pp | 87.6%-7.4pp | 73.2%+6.9pp |
| Annual return | 32.59% | 37.03%-4.4pp | 115.59%-83.0pp | 32.57%0pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $5,614-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,936 | $6,125-19.4% | $7,298-32.4% | $3,967+24.4% |
| Admin fee / account holder | $18 | $88-79.3% | $10,843-99.8% | $100-81.8% |