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 | $14,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $44,647 | $65,061-31.4% | $143,757-68.9% | $66,914-33.3% |
| Participation rate | 42.7% | 65.2%-22.5pp | 80.3%-37.6pp | 69.8%-27.1pp |
| Annual return | -19.20% | -11.14%-8.1pp | -0.04%-19.2pp | 1.58%-20.8pp |
| Employer contribution / active EE | $631 | $2,361-73.3% | $4,951-87.3% | $2,544-75.2% |
| Participant deferral / active EE | $2,519 | $2,919-13.7% | $5,637-55.3% | $4,237-40.5% |
| Admin fee / account holder | $165 | $502-67.2% | $14,673-98.9% | $593-72.2% |