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 | $2,100 |
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 | $150,863 | $101,317+48.9% | $146,958+2.7% | $74,495+102.5% |
| Participation rate | 53.9% | 75.5%-21.6pp | 82.2%-28.2pp | 67.2%-13.3pp |
| Annual return | 21.01% | 8730.91%-8709.9pp | 418.34%-397.3pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,116 | $3,810-70.7% | $4,933-77.4% | $2,623-57.4% |
| Participant deferral / active EE | $5,159 | $7,303-29.4% | $8,070-36.1% | $4,346+18.7% |
| Admin fee / account holder | $24 | $1,739-98.6% | $12,998-99.8% | $1,942-98.7% |