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 | $280,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $76,306 | $27,839+174.1% | $61,373+24.3% | $78,044-2.2% |
| Participation rate | 48.1% | 29.8%+18.2pp | 52.6%-4.5pp | 74.4%-26.4pp |
| Annual return | -18.48% | -13.45%-5.0pp | 338.61%-357.1pp | 10.87%-29.4pp |
| Employer contribution / active EE | $1,956 | $367+433.4% | $1,159+68.7% | $3,125-37.4% |
| Participant deferral / active EE | $3,399 | $968+251.3% | $2,125+60.0% | $5,084-33.1% |
| Admin fee / account holder | $68 | $113-39.9% | $2,130-96.8% | $79-13.8% |