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 | $1,160 |
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 | $201,892 | $70,908+184.7% | $98,907+104.1% | $73,488+174.7% |
| Participation rate | 33.0% | 73.8%-40.8pp | 76.0%-43.0pp | 70.7%-37.7pp |
| Annual return | 23.68% | 34.17%-10.5pp | 196.43%-172.8pp | 28.51%-4.8pp |
| Employer contribution / active EE | $690 | $2,036-66.1% | $2,689-74.3% | $2,270-69.6% |
| Participant deferral / active EE | $1,937 | $3,500-44.6% | $4,244-54.4% | $3,740-48.2% |
| Admin fee / account holder | $28 | $535-94.8% | $6,642-99.6% | $513-94.6% |