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 | $62,904 |
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 | $26,332 | $69,823-62.3% | $77,163-65.9% | $74,419-64.6% |
| Participation rate | 68.5% | 70.0%-1.5pp | 69.6%-1.1pp | 70.7%-2.2pp |
| Annual return | 23.31% | 19.98%+3.3pp | 37.87%-14.6pp | 34.38%-11.1pp |
| Employer contribution / active EE | $979 | $2,150-54.5% | $2,535-61.4% | $2,637-62.9% |
| Participant deferral / active EE | $2,496 | $3,558-29.8% | $3,833-34.9% | $4,528-44.9% |
| Admin fee / account holder | $91 | $398-77.0% | $5,472-98.3% | $348-73.8% |