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 4-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 | $2,532 |
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 | $12,841 | $55,415-76.8% | $155,509-91.7% | $74,495-82.8% |
| Participation rate | 95.3% | 61.9%+33.4pp | 78.2%+17.1pp | 67.2%+28.1pp |
| Annual return | 18.97% | 268.50%-249.5pp | 64.67%-45.7pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $894 | $2,267-60.6% | $4,672-80.9% | $2,623-65.9% |
| Participant deferral / active EE | $2,848 | $2,836+0.4% | $5,626-49.4% | $4,346-34.5% |
| Admin fee / account holder | $15 | $1,738-99.2% | $15,912-99.9% | $1,942-99.2% |