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 9-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 | $5,815 |
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 | $32,627 | $82,202-60.3% | $125,339-74.0% | $64,808-49.7% |
| Participation rate | 25.4% | 77.9%-52.4pp | 82.4%-56.9pp | 71.5%-46.0pp |
| Annual return | -15.26% | 3.48%-18.7pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,521 | $7,175-23.1% | $7,446-25.9% | $4,310+28.1% |
| Admin fee / account holder | $22 | $163-86.8% | $10,010-99.8% | $188-88.5% |