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 | $19,792 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $153,879 | $54,573+182.0% | $90,951+69.2% | $73,488+109.4% |
| Participation rate | 58.1% | 61.2%-3.1pp | 69.0%-10.9pp | 70.7%-12.6pp |
| Annual return | 16.99% | 16.69%+0.3pp | 134.60%-117.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $2,028 | $991+104.5% | $2,122-4.4% | $2,270-10.7% |
| Participant deferral / active EE | $3,788 | $2,517+50.5% | $3,373+12.3% | $3,740+1.3% |
| Admin fee / account holder | $163 | $521-68.6% | $5,959-97.3% | $513-68.1% |