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 | $900 |
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 | $245,278 | $79,428+208.8% | $106,548+130.2% | $79,386+209.0% |
| Participation rate | 28.0% | 74.1%-46.1pp | 76.1%-48.1pp | 70.7%-42.7pp |
| Annual return | 17.17% | 18.27%-1.1pp | 26.80%-9.6pp | 116.85%-99.7pp |
| Employer contribution / active EE | $659 | $2,234-70.5% | $2,819-76.6% | $2,427-72.9% |
| Participant deferral / active EE | $1,858 | $3,823-51.4% | $4,398-57.8% | $4,046-54.1% |
| Admin fee / account holder | $23 | $523-95.6% | $7,407-99.7% | $626-96.3% |