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 | $72,875 |
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 | $35,972 | $112,686-68.1% | $169,993-78.8% | $80,160-55.1% |
| Participation rate | 89.2% | 87.4%+1.8pp | 87.0%+2.2pp | 72.9%+16.3pp |
| Annual return | 22.82% | 67.04%-44.2pp | 53.37%-30.6pp | 40.38%-17.6pp |
| Employer contribution / active EE | $1,174 | $4,481-73.8% | $6,785-82.7% | $2,978-60.6% |
| Participant deferral / active EE | $5,970 | $7,876-24.2% | $10,408-42.6% | $5,017+19.0% |
| Admin fee / account holder | $25 | $99-74.9% | $12,815-99.8% | $145-82.8% |