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 | $22,654 |
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 | $27,886 | $50,815-45.1% | $155,509-82.1% | $77,643-64.1% |
| Participation rate | 64.2% | 63.1%+1.1pp | 78.2%-14.0pp | 70.6%-6.4pp |
| Annual return | 13.12% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $480 | $1,993-75.9% | $4,672-89.7% | $2,726-82.4% |
| Participant deferral / active EE | $3,321 | $2,822+17.7% | $5,626-41.0% | $4,647-28.5% |
| Admin fee / account holder | $101 | $437-76.9% | $15,912-99.4% | $430-76.5% |