Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $8,854 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,731 | $88,982+21.1% | $102,438+5.2% | $77,671+38.7% |
| Participation rate | 68.0% | 80.9%-12.9pp | 76.5%-8.5pp | 70.6%-2.6pp |
| Annual return | 23.32% | 25.01%-1.7pp | 29.37%-6.0pp | 31.21%-7.9pp |
| Employer contribution / active EE | $2,132 | $2,698-21.0% | $3,024-29.5% | $2,726-21.8% |
| Participant deferral / active EE | $6,513 | $5,144+26.6% | $5,054+28.9% | $4,648+40.1% |
| Admin fee / account holder | $86 | $236-63.5% | $9,448-99.1% | $430-80.0% |