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 | $159,263 |
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 | $24,336 | $55,331-56.0% | $81,812-70.3% | $199,593-87.8% |
| Participation rate | 31.6% | 62.5%-30.9pp | 72.3%-40.7pp | 72.0%-40.4pp |
| Annual return | 26.79% | 19.59%+7.2pp | 773.79%-747.0pp | 34.25%-7.5pp |
| Employer contribution / active EE | $696 | $2,101-66.9% | $2,912-76.1% | $3,034-77.1% |
| Participant deferral / active EE | $3,501 | $3,283+6.6% | $4,319-18.9% | $5,087-31.2% |
| Admin fee / account holder | $200 | $346-42.2% | $7,386-97.3% | $269-25.7% |