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 | $28,133 |
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 | $60,006 | $81,474-26.3% | $133,956-55.2% | $73,488-18.3% |
| Participation rate | 65.2% | 76.4%-11.2pp | 79.8%-14.7pp | 70.7%-5.5pp |
| Annual return | 11.84% | 19.40%-7.6pp | 45.09%-33.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $1,760 | $2,209-20.3% | $3,919-55.1% | $2,270-22.5% |
| Participant deferral / active EE | $3,141 | $3,786-17.0% | $5,048-37.8% | $3,740-16.0% |
| Admin fee / account holder | $124 | $713-82.6% | $8,927-98.6% | $513-75.8% |