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 37 · EIN 04-2647786 | Loan Processing | $46,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,530 | $59,328+32.4% | $118,925-34.0% | $73,488+6.9% |
| Participation rate | 60.9% | 62.3%-1.4pp | 75.4%-14.5pp | 70.7%-9.8pp |
| Annual return | 17.92% | 19.13%-1.2pp | 35.88%-18.0pp | 28.51%-10.6pp |
| Employer contribution / active EE | $560 | $1,803-68.9% | $3,263-82.8% | $2,270-75.3% |
| Participant deferral / active EE | $3,599 | $2,604+38.2% | $4,265-15.6% | $3,740-3.8% |
| Admin fee / account holder | $310 | $600-48.4% | $6,581-95.3% | $513-39.6% |