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 | $7,685 |
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 | $50,939 | $41,647+22.3% | $96,139-47.0% | $86,799-41.3% |
| Participation rate | 59.9% | 50.2%+9.6pp | 68.4%-8.6pp | 72.3%-12.4pp |
| Annual return | 18.48% | 27.24%-8.8pp | 191.94%-173.5pp | 97.91%-79.4pp |
| Employer contribution / active EE | $468 | $1,318-64.4% | $2,797-83.3% | $2,405-80.5% |
| Participant deferral / active EE | $2,565 | $2,412+6.3% | $4,349-41.0% | $4,131-37.9% |
| Admin fee / account holder | $45 | $169-73.7% | $5,537-99.2% | $170-73.7% |