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 5-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 | $47,864 |
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 | $12,415 | $63,259-80.4% | $178,490-93.0% | $93,223-86.7% |
| Participation rate | 78.6% | 72.1%+6.4pp | 81.9%-3.3pp | 74.9%+3.7pp |
| Annual return | 71.88% | 19.93%+52.0pp | 151.07%-79.2pp | 19.29%+52.6pp |
| Employer contribution / active EE | $774 | $1,865-58.5% | $5,011-84.5% | $2,680-71.1% |
| Participant deferral / active EE | $2,204 | $3,372-34.6% | $5,202-57.6% | $4,563-51.7% |
| Admin fee / account holder | $10 | $58-82.2% | $13,984-99.9% | $79-87.0% |