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 | $2,497 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,665 | $49,693+48.2% | $70,515+4.5% | $74,419-1.0% |
| Participation rate | 33.2% | 64.7%-31.4pp | 68.3%-35.1pp | 70.7%-37.5pp |
| Annual return | 17.90% | 21.22%-3.3pp | 32.77%-14.9pp | 34.38%-16.5pp |
| Employer contribution / active EE | $166 | $1,773-90.7% | $2,973-94.4% | $2,637-93.7% |
| Participant deferral / active EE | $2,035 | $3,376-39.7% | $4,567-55.4% | $4,528-55.0% |
| Admin fee / account holder | $56 | $316-82.2% | $6,412-99.1% | $348-83.8% |