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 | $51,115 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,130 | $43,113-39.4% | $82,719-68.4% | $77,904-66.5% |
| Participation rate | 20.7% | 63.8%-43.1pp | 72.6%-51.8pp | 73.7%-52.9pp |
| Annual return | 18.29% | 2.60%+15.7pp | 701.18%-682.9pp | 12.21%+6.1pp |
| Employer contribution / active EE | $195 | $1,924-89.9% | $3,009-93.5% | $2,848-93.2% |
| Participant deferral / active EE | $3,498 | $3,057+14.4% | $4,395-20.4% | $4,806-27.2% |
| Admin fee / account holder | $158 | $102+54.3% | $5,329-97.0% | $133+19.0% |