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 | $9,637 |
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 | $133,355 | $55,415+140.6% | $155,509-14.2% | $74,495+79.0% |
| Participation rate | 45.9% | 61.9%-16.0pp | 78.2%-32.3pp | 67.2%-21.3pp |
| Annual return | 14.83% | 268.50%-253.7pp | 64.67%-49.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $961 | $2,267-57.6% | $4,672-79.4% | $2,623-63.4% |
| Participant deferral / active EE | $3,836 | $2,836+35.3% | $5,626-31.8% | $4,346-11.7% |
| Admin fee / account holder | $108 | $1,738-93.8% | $15,912-99.3% | $1,942-94.4% |