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 | $55,255 |
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 | $89,862 | $57,651+55.9% | $112,229-19.9% | $71,457+25.8% |
| Participation rate | 64.1% | 58.9%+5.1pp | 72.4%-8.4pp | 67.9%-3.8pp |
| Annual return | 19.13% | 18.32%+0.8pp | 30.20%-11.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,421 | $1,913+26.5% | $3,430-29.4% | $2,588-6.4% |
| Participant deferral / active EE | $5,085 | $2,863+77.6% | $4,798+6.0% | $4,289+18.6% |
| Admin fee / account holder | $356 | $1,581-77.5% | $7,748-95.4% | $1,587-77.6% |