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 | $96,076 |
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 | $62,766 | $26,906+133.3% | $61,373+2.3% | $77,904-19.4% |
| Participation rate | 37.3% | 33.4%+3.9pp | 52.6%-15.3pp | 73.7%-36.4pp |
| Annual return | -15.38% | -14.46%-0.9pp | 338.61%-354.0pp | 12.21%-27.6pp |
| Employer contribution / active EE | $1,499 | $521+187.7% | $1,159+29.3% | $2,848-47.4% |
| Participant deferral / active EE | $3,590 | $1,180+204.2% | $2,125+68.9% | $4,806-25.3% |
| Admin fee / account holder | $93 | $117-20.6% | $2,130-95.6% | $133-30.0% |