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 | $4,024 |
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 | $126,337 | $78,419+61.1% | $133,956-5.7% | $73,409+72.1% |
| Participation rate | 56.3% | 78.6%-22.3pp | 79.8%-23.6pp | 72.2%-15.9pp |
| Annual return | 18.27% | 33.35%-15.1pp | 45.09%-26.8pp | 59.29%-41.0pp |
| Employer contribution / active EE | $801 | $2,044-60.8% | $3,919-79.6% | $2,234-64.1% |
| Participant deferral / active EE | $4,378 | $3,925+11.5% | $5,048-13.3% | $3,805+15.0% |
| Admin fee / account holder | $30 | $161-81.5% | $8,927-99.7% | $158-81.1% |