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 10-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 55 · EIN 41-1486060 | Other Commissions | $50,840 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,108 |
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 | $37,254 | $78,419-52.5% | $133,956-72.2% | $73,409-49.3% |
| Participation rate | 97.2% | 78.6%+18.6pp | 79.8%+17.4pp | 72.2%+25.1pp |
| Annual return | 13.30% | 33.35%-20.0pp | 45.09%-31.8pp | 59.29%-46.0pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,924 | $3,925+25.4% | $5,048-2.5% | $3,805+29.4% |
| Admin fee / account holder | $16 | $161-90.0% | $8,927-99.8% | $158-89.8% |