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 | $80,219 |
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 | $34,357 | $56,095-38.8% | $178,490-80.8% | $90,288-61.9% |
| Participation rate | 57.5% | 65.6%-8.0pp | 81.9%-24.4pp | 73.4%-15.8pp |
| Annual return | 14.06% | 28.81%-14.7pp | 151.07%-137.0pp | 53.97%-39.9pp |
| Employer contribution / active EE | $1,275 | $1,572-18.9% | $5,011-74.5% | $2,524-49.5% |
| Participant deferral / active EE | $1,213 | $2,669-54.6% | $5,202-76.7% | $4,232-71.3% |
| Admin fee / account holder | $85 | $101-15.7% | $13,984-99.4% | $114-25.6% |