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 8-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 | $641,193 |
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 | $35,001 | $77,577-54.9% | $101,794-65.6% | $140,769-75.1% |
| Participation rate | 31.5% | 56.8%-25.3pp | 69.2%-37.7pp | 74.2%-42.7pp |
| Annual return | 20.93% | 14.47%+6.5pp | 30.53%-9.6pp | 16.82%+4.1pp |
| Employer contribution / active EE | $362 | $1,318-72.5% | $2,289-84.2% | $3,906-90.7% |
| Participant deferral / active EE | $1,705 | $2,205-22.7% | $4,084-58.2% | $6,717-74.6% |
| Admin fee / account holder | $67 | $84-20.3% | $8,777-99.2% | $229-70.7% |