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 | $1,525 |
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 | $55,760 | $42,353+31.7% | $79,550-29.9% | $64,808-14.0% |
| Participation rate | 39.6% | 64.8%-25.2pp | 69.5%-29.9pp | 71.5%-31.9pp |
| Annual return | -8.02% | -12.24%+4.2pp | 0.16%-8.2pp | 32.82%-40.8pp |
| Employer contribution / active EE | $407 | $1,181-65.5% | $2,413-83.1% | $2,506-83.8% |
| Participant deferral / active EE | $1,128 | $3,170-64.4% | $3,985-71.7% | $4,310-73.8% |
| Admin fee / account holder | $11 | $160-92.9% | $6,832-99.8% | $188-93.9% |