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 | $1,706 |
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 | $77,886 | $65,435+19.0% | $86,677-10.1% | $66,914+16.4% |
| Participation rate | 65.8% | 75.5%-9.6pp | 76.6%-10.8pp | 69.8%-4.0pp |
| Annual return | -14.21% | -10.89%-3.3pp | 35.91%-50.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,021 | $2,153-52.6% | $2,836-64.0% | $2,544-59.9% |
| Participant deferral / active EE | $3,029 | $4,100-26.1% | $4,656-34.9% | $4,237-28.5% |
| Admin fee / account holder | $27 | $642-95.8% | $7,493-99.6% | $593-95.4% |