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 | $3,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,412 | $62,132-2.8% | $185,823-67.5% | $73,488-17.8% |
| Participation rate | 38.6% | 67.8%-29.3pp | 78.0%-39.5pp | 70.7%-32.1pp |
| Annual return | 19.43% | 20.44%-1.0pp | 35.95%-16.5pp | 28.51%-9.1pp |
| Employer contribution / active EE | $334 | $1,681-80.1% | $4,087-91.8% | $2,270-85.3% |
| Participant deferral / active EE | $1,541 | $3,711-58.5% | $5,632-72.6% | $3,740-58.8% |
| Admin fee / account holder | $33 | $419-92.2% | $9,500-99.7% | $513-93.7% |