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 6-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 | $62,826 |
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 | $23,316 | $59,054-60.5% | $97,167-76.0% | $77,671-70.0% |
| Participation rate | 68.5% | 67.9%+0.7pp | 72.7%-4.1pp | 70.6%-2.0pp |
| Annual return | 17.70% | 16.96%+0.7pp | 75.27%-57.6pp | 31.21%-13.5pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,729-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,339 | $3,930+10.4% | $4,264+1.8% | $4,648-6.6% |
| Admin fee / account holder | $119 | $346-65.5% | $5,650-97.9% | $430-72.2% |