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 | $2,251 |
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 | $93,334 | $76,050+22.7% | $96,544-3.3% | $71,457+30.6% |
| Participation rate | 68.3% | 74.4%-6.1pp | 76.0%-7.7pp | 67.9%+0.3pp |
| Annual return | 17.45% | 22.81%-5.4pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,090 | $2,244-51.4% | $2,965-63.2% | $2,588-57.9% |
| Participant deferral / active EE | $3,206 | $4,215-24.0% | $4,851-33.9% | $4,289-25.3% |
| Admin fee / account holder | $46 | $2,707-98.3% | $8,252-99.4% | $1,587-97.1% |