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 | $63,407 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $26,306 | $52,660-50.0% | $86,612-69.6% | $80,160-67.2% |
| Participation rate | 23.1% | 62.4%-39.3pp | 71.7%-48.6pp | 72.9%-49.8pp |
| Annual return | 30.18% | 24.87%+5.3pp | 591.07%-560.9pp | 40.38%-10.2pp |
| Employer contribution / active EE | $526 | $2,140-75.4% | $3,022-82.6% | $2,978-82.3% |
| Participant deferral / active EE | $3,703 | $3,215+15.2% | $4,438-16.5% | $5,017-26.2% |
| Admin fee / account holder | $120 | $113+6.7% | $5,614-97.9% | $145-17.0% |