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 | $48,079 |
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 | $18,520 | $110,699-83.3% | $177,821-89.6% | $90,288-79.5% |
| Participation rate | 85.0% | 88.3%-3.4pp | 87.7%-2.8pp | 73.4%+11.6pp |
| Annual return | 27.80% | 22.79%+5.0pp | 48.32%-20.5pp | 53.97%-26.2pp |
| Employer contribution / active EE | $0 | $4,118-100.0% | $5,918-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,294 | $6,731-21.4% | $7,714-31.4% | $4,232+25.1% |
| Admin fee / account holder | $17 | $90-80.9% | $12,427-99.9% | $114-84.9% |