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 | $27,422 |
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 | $70,776 | $72,254-2.0% | $86,677-18.3% | $64,808+9.2% |
| Participation rate | 48.4% | 80.4%-32.0pp | 76.6%-28.1pp | 71.5%-23.0pp |
| Annual return | -2.96% | 392.42%-395.4pp | 35.91%-38.9pp | 32.82%-35.8pp |
| Employer contribution / active EE | $262 | $2,393-89.1% | $2,836-90.8% | $2,506-89.6% |
| Participant deferral / active EE | $2,313 | $4,658-50.4% | $4,656-50.3% | $4,310-46.3% |
| Admin fee / account holder | $186 | $174+6.8% | $7,493-97.5% | $188-1.1% |