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 | $42,165 |
FROST, PLLC9+ years Service code 10 · EIN 71-0817652 | Accounting | $15,100 |
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 | $31,757 | $84,993-62.6% | $129,995-75.6% | $80,160-60.4% |
| Participation rate | 92.2% | 79.5%+12.7pp | 78.5%+13.7pp | 72.9%+19.3pp |
| Annual return | 17.40% | 23.76%-6.4pp | -137.18%+154.6pp | 40.38%-23.0pp |
| Employer contribution / active EE | $926 | $3,051-69.7% | $4,320-78.6% | $2,978-68.9% |
| Participant deferral / active EE | $2,930 | $4,984-41.2% | $5,820-49.7% | $5,017-41.6% |
| Admin fee / account holder | $51 | $391-87.0% | $10,614-99.5% | $145-65.0% |