Filed June 19, 2025
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 | $73,166 |
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 | $30,234 | $47,456-36.3% | $172,739-82.5% | $77,787-61.1% |
| Participation rate | 55.2% | 66.3%-11.0pp | 82.6%-27.4pp | 73.2%-18.0pp |
| Annual return | 22.33% | 35.57%-13.2pp | 802.84%-780.5pp | 32.57%-10.2pp |
| Employer contribution / active EE | $1,112 | $1,574-29.4% | $5,143-78.4% | $2,504-55.6% |
| Participant deferral / active EE | $1,000 | $2,560-60.9% | $5,198-80.8% | $3,967-74.8% |
| Admin fee / account holder | $78 | $81-3.5% | $13,954-99.4% | $100-22.0% |