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 | $9,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $36,384 | $39,973-9.0% | $79,550-54.3% | $77,904-53.3% |
| Participation rate | 33.8% | 64.6%-30.8pp | 69.5%-35.7pp | 73.7%-39.9pp |
| Annual return | -15.34% | 3.42%-18.8pp | 0.16%-15.5pp | 12.21%-27.5pp |
| Employer contribution / active EE | $442 | $1,088-59.4% | $2,413-81.7% | $2,848-84.5% |
| Participant deferral / active EE | $955 | $2,774-65.6% | $3,985-76.0% | $4,806-80.1% |
| Admin fee / account holder | $36 | $113-68.4% | $6,832-99.5% | $133-73.1% |