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 9-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 | $943 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,320 | $75,183+56.0% | $123,892-5.3% | $55,167+112.7% |
| Participation rate | 63.6% | 72.8%-9.2pp | 81.4%-17.8pp | 69.0%-5.4pp |
| Annual return | 0.00% | 19.01%-19.0pp | 47.52%-47.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $3,994 | $2,823+41.5% | $4,617-13.5% | $1,963+103.5% |
| Participant deferral / active EE | $2,664 | $5,084-47.6% | $5,984-55.5% | $3,054-12.8% |
| Admin fee / account holder | $6 | $663-99.0% | $8,357-99.9% | $504-98.7% |