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 4-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 | $4,313 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $172,152 | $49,915+244.9% | $154,803+11.2% | $74,304+131.7% |
| Participation rate | 63.1% | 54.0%+9.1pp | 78.1%-15.0pp | 60.3%+2.7pp |
| Annual return | 18.89% | 34.06%-15.2pp | 58.88%-40.0pp | 29.43%-10.5pp |
| Employer contribution / active EE | $3,639 | $1,611+125.8% | $4,305-15.5% | $2,241+62.4% |
| Participant deferral / active EE | $11,000 | $2,255+387.9% | $5,540+98.5% | $3,767+192.0% |
| Admin fee / account holder | $35 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |