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 | $3,811 |
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 | $143,017 | $86,225+65.9% | $146,665-2.5% | $86,799+64.8% |
| Participation rate | 53.9% | 78.0%-24.1pp | 80.1%-26.2pp | 72.3%-18.4pp |
| Annual return | 14.79% | 31.23%-16.4pp | 22.74%-8.0pp | 97.91%-83.1pp |
| Employer contribution / active EE | $787 | $2,392-67.1% | $4,136-81.0% | $2,405-67.3% |
| Participant deferral / active EE | $4,562 | $4,245+7.5% | $5,506-17.1% | $4,131+10.4% |
| Admin fee / account holder | $30 | $195-84.6% | $10,280-99.7% | $170-82.3% |