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 | $28,848 |
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 | $85,526 | $76,050+12.5% | $96,544-11.4% | $71,457+19.7% |
| Participation rate | 48.7% | 74.4%-25.7pp | 76.0%-27.2pp | 67.9%-19.2pp |
| Annual return | 16.94% | 22.81%-5.9pp | 25.84%-8.9pp | 28.85%-11.9pp |
| Employer contribution / active EE | $258 | $2,244-88.5% | $2,965-91.3% | $2,588-90.0% |
| Participant deferral / active EE | $2,486 | $4,215-41.0% | $4,851-48.7% | $4,289-42.0% |
| Admin fee / account holder | $208 | $2,707-92.3% | $8,252-97.5% | $1,587-86.9% |