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 | $32,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,581 | $66,457-81.1% | $81,382-84.5% | $77,643-83.8% |
| Participation rate | 60.4% | 68.7%-8.4pp | 69.5%-9.1pp | 70.6%-10.2pp |
| Annual return | 21.43% | 15.93%+5.5pp | 24.73%-3.3pp | 31.24%-9.8pp |
| Employer contribution / active EE | $686 | $2,159-68.2% | $2,463-72.1% | $2,726-74.8% |
| Participant deferral / active EE | $1,531 | $3,679-58.4% | $3,883-60.6% | $4,647-67.1% |
| Admin fee / account holder | $49 | $583-91.6% | $5,768-99.2% | $430-88.7% |