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 | $94,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $37,201 | $67,512-44.9% | $185,823-80.0% | $93,030-60.0% |
| Participation rate | 60.2% | 67.1%-7.0pp | 81.7%-21.5pp | 73.9%-13.7pp |
| Annual return | 11.85% | 21.04%-9.2pp | 122.05%-110.2pp | 158.70%-146.9pp |
| Employer contribution / active EE | $1,491 | $1,783-16.4% | $5,167-71.1% | $2,706-44.9% |
| Participant deferral / active EE | $1,397 | $3,035-54.0% | $5,568-74.9% | $4,562-69.4% |
| Admin fee / account holder | $98 | $318-69.1% | $16,237-99.4% | $152-35.2% |