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 | $4,194 |
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 | $85,933 | $98,750-13.0% | $149,696-42.6% | $79,858+7.6% |
| Participation rate | 51.0% | 75.8%-24.8pp | 82.5%-31.5pp | 69.6%-18.6pp |
| Annual return | 25.21% | 27.43%-2.2pp | 276.60%-251.4pp | 31.71%-6.5pp |
| Employer contribution / active EE | $563 | $3,216-82.5% | $4,644-87.9% | $2,471-77.2% |
| Participant deferral / active EE | $3,370 | $5,680-40.7% | $6,842-50.7% | $3,740-9.9% |
| Admin fee / account holder | $58 | $6,053-99.0% | $9,309-99.4% | $5,306-98.9% |