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 | $1,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,782 | $53,165+57.6% | $86,188-2.8% | $74,419+12.6% |
| Participation rate | 24.9% | 64.9%-40.0pp | 69.0%-44.1pp | 70.7%-45.9pp |
| Annual return | 20.13% | 22.64%-2.5pp | 1168.45%-1148.3pp | 34.38%-14.3pp |
| Employer contribution / active EE | $283 | $1,210-76.6% | $2,380-88.1% | $2,637-89.3% |
| Participant deferral / active EE | $1,499 | $3,234-53.7% | $3,985-62.4% | $4,528-66.9% |
| Admin fee / account holder | $17 | $551-97.0% | $6,852-99.8% | $348-95.3% |