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 | $3,386 |
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 | $41,965 | $44,626-6.0% | $86,188-51.3% | $80,160-47.6% |
| Participation rate | 32.4% | 63.5%-31.2pp | 69.0%-36.6pp | 72.9%-40.6pp |
| Annual return | 16.52% | 19.61%-3.1pp | 1168.45%-1151.9pp | 40.38%-23.9pp |
| Employer contribution / active EE | $448 | $1,099-59.2% | $2,380-81.2% | $2,978-85.0% |
| Participant deferral / active EE | $894 | $2,769-67.7% | $3,985-77.6% | $5,017-82.2% |
| Admin fee / account holder | $23 | $133-82.8% | $6,852-99.7% | $145-84.2% |