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 | $550 |
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 | $74,702 | $44,984+66.1% | $85,009-12.1% | $74,546+0.2% |
| Participation rate | 67.7% | 49.4%+18.3pp | 67.5%+0.2pp | 67.2%+0.5pp |
| Annual return | 16.74% | 26.25%-9.5pp | 66.47%-49.7pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $2,728-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,947 | $2,733+300.5% | $4,522+142.1% | $4,347+151.8% |
| Admin fee / account holder | $18 | $2,208-99.2% | $6,153-99.7% | $1,944-99.1% |