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 | $6,252 |
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 | $36,120 | $95,274-62.1% | $135,903-73.4% | $74,419-51.5% |
| Participation rate | 34.7% | 78.2%-43.5pp | 81.9%-47.2pp | 70.7%-36.0pp |
| Annual return | 24.07% | 32.77%-8.7pp | 68.23%-44.2pp | 34.38%-10.3pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,183 | $7,782-33.4% | $7,758-33.2% | $4,528+14.5% |
| Admin fee / account holder | $22 | $266-91.8% | $10,762-99.8% | $348-93.7% |