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 | $43,063 |
FROST, PLLC8+ years Service code 10 · EIN 71-0817652 | Accounting | $14,648 |
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 | $27,690 | $84,000-67.0% | $119,609-76.8% | $77,904-64.5% |
| Participation rate | 93.4% | 77.8%+15.5pp | 79.3%+14.1pp | 73.7%+19.7pp |
| Annual return | -14.84% | -11.59%-3.2pp | -14.97%+0.1pp | 12.21%-27.0pp |
| Employer contribution / active EE | $915 | $2,907-68.5% | $4,232-78.4% | $2,848-67.9% |
| Participant deferral / active EE | $3,048 | $4,705-35.2% | $5,602-45.6% | $4,806-36.6% |
| Admin fee / account holder | $51 | $116-56.2% | $10,323-99.5% | $133-61.7% |