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 | $12,327 |
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 | $28,975 | $129,021-77.5% | $184,203-84.3% | $77,643-62.7% |
| Participation rate | 93.6% | 87.3%+6.3pp | 86.8%+6.8pp | 70.6%+23.1pp |
| Annual return | 50.92% | 33.27%+17.7pp | 28.81%+22.1pp | 31.24%+19.7pp |
| Employer contribution / active EE | $3,634 | $4,413-17.6% | $6,427-43.5% | $2,726+33.3% |
| Participant deferral / active EE | $12,145 | $7,297+66.4% | $9,131+33.0% | $4,647+161.3% |
| Admin fee / account holder | $28 | $254-89.1% | $13,901-99.8% | $430-93.6% |