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 | $481 |
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 | $157,406 | $65,862+139.0% | $124,672+26.3% | $79,386+98.3% |
| Participation rate | 37.7% | 62.2%-24.5pp | 74.6%-36.9pp | 70.7%-33.0pp |
| Annual return | 17.19% | 19.02%-1.8pp | 5142.93%-5125.7pp | 116.85%-99.7pp |
| Employer contribution / active EE | $522 | $1,883-72.3% | $3,324-84.3% | $2,427-78.5% |
| Participant deferral / active EE | $2,172 | $2,772-21.6% | $4,614-52.9% | $4,046-46.3% |
| Admin fee / account holder | $64 | $673-90.5% | $7,493-99.1% | $626-89.8% |