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 | $2,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $86,114 | $66,124+30.2% | $90,404-4.7% | $73,488+17.2% |
| Participation rate | 63.4% | 69.7%-6.3pp | 72.7%-9.3pp | 70.7%-7.3pp |
| Annual return | 23.73% | 17.65%+6.1pp | 1293.02%-1269.3pp | 28.51%-4.8pp |
| Employer contribution / active EE | $1,883 | $2,346-19.7% | $3,262-42.3% | $2,270-17.1% |
| Participant deferral / active EE | $2,632 | $3,039-13.4% | $3,963-33.6% | $3,740-29.6% |
| Admin fee / account holder | $34 | $396-91.5% | $5,611-99.4% | $513-93.4% |