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 | $96,490 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,116 | $39,973-74.7% | $79,550-87.3% | $77,904-87.0% |
| Participation rate | 70.9% | 64.6%+6.3pp | 69.5%+1.4pp | 73.7%-2.8pp |
| Annual return | -16.51% | 3.42%-19.9pp | 0.16%-16.7pp | 12.21%-28.7pp |
| Employer contribution / active EE | $227 | $1,088-79.1% | $2,413-90.6% | $2,848-92.0% |
| Participant deferral / active EE | $1,707 | $2,774-38.5% | $3,985-57.2% | $4,806-64.5% |
| Admin fee / account holder | $37 | $113-67.0% | $6,832-99.5% | $133-71.9% |