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 | $34,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $37,604 | $50,127-25.0% | $149,673-74.9% | $80,160-53.1% |
| Participation rate | 33.2% | 64.3%-31.1pp | 78.8%-45.5pp | 72.9%-39.7pp |
| Annual return | 17.76% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.6pp |
| Employer contribution / active EE | $150 | $1,865-92.0% | $4,818-96.9% | $2,978-95.0% |
| Participant deferral / active EE | $1,601 | $3,194-49.9% | $5,680-71.8% | $5,017-68.1% |
| Admin fee / account holder | $41 | $153-73.2% | $13,210-99.7% | $145-71.8% |