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 6-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 | $21,778 |
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 | $31,461 | $79,013-60.2% | $100,391-68.7% | $74,495-57.8% |
| Participation rate | 93.3% | 79.5%+13.8pp | 81.5%+11.8pp | 67.2%+26.1pp |
| Annual return | 26.00% | 20.41%+5.6pp | 49.20%-23.2pp | 1364.94%-1338.9pp |
| Employer contribution / active EE | $3,135 | $3,021+3.8% | $3,942-20.5% | $2,623+19.5% |
| Participant deferral / active EE | $14,229 | $7,760+83.4% | $8,082+76.1% | $4,346+227.4% |
| Admin fee / account holder | $126 | $1,320-90.5% | $7,899-98.4% | $1,942-93.5% |