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 | $83,904 |
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 | $44,162 | $122,693-64.0% | $184,203-76.0% | $199,593-77.9% |
| Participation rate | 91.0% | 86.8%+4.2pp | 86.8%+4.1pp | 72.0%+19.0pp |
| Annual return | 15.02% | 143.91%-128.9pp | 28.81%-13.8pp | 34.25%-19.2pp |
| Employer contribution / active EE | $1,456 | $4,584-68.2% | $6,427-77.3% | $3,034-52.0% |
| Participant deferral / active EE | $6,508 | $7,990-18.5% | $9,131-28.7% | $5,087+27.9% |
| Admin fee / account holder | $29 | $121-76.1% | $13,901-99.8% | $269-89.3% |