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 | $2,382 |
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 | $48,598 | $132,049-63.2% | $200,582-75.8% | $74,304-34.6% |
| Participation rate | 91.4% | 84.1%+7.4pp | 86.9%+4.5pp | 60.3%+31.1pp |
| Annual return | 86.48% | 22.22%+64.3pp | 42.33%+44.1pp | 29.43%+57.0pp |
| Employer contribution / active EE | $3,728 | $4,558-18.2% | $6,419-41.9% | $2,241+66.3% |
| Participant deferral / active EE | $13,903 | $7,213+92.8% | $9,331+49.0% | $3,767+269.0% |
| Admin fee / account holder | $25 | $2,405-99.0% | $16,305-99.8% | $2,969-99.2% |