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 35-0145825 | Loan Processing | $14,919 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $23,070 | $74,706-69.1% | $75,696-69.5% | $79,386-70.9% |
| Participation rate | 35.6% | 75.3%-39.8pp | 74.8%-39.3pp | 70.7%-35.1pp |
| Annual return | 29.17% | 18.52%+10.7pp | 104.53%-75.4pp | 116.85%-87.7pp |
| Employer contribution / active EE | $309 | $2,590-88.1% | $2,743-88.7% | $2,427-87.3% |
| Participant deferral / active EE | $1,500 | $3,533-57.5% | $3,821-60.7% | $4,046-62.9% |
| Admin fee / account holder | $6 | $374-98.5% | $3,619-99.8% | $626-99.1% |