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 8-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 | $546 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,401 | $78,976+34.7% | $100,383+6.0% | $74,546+42.7% |
| Participation rate | 67.9% | 79.5%-11.6pp | 81.5%-13.6pp | 67.2%+0.7pp |
| Annual return | 18.47% | 20.62%-2.1pp | 49.26%-30.8pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $570 | $3,019-81.1% | $3,944-85.6% | $2,624-78.3% |
| Participant deferral / active EE | $5,895 | $7,758-24.0% | $8,086-27.1% | $4,347+35.6% |
| Admin fee / account holder | $22 | $1,330-98.4% | $7,900-99.7% | $1,944-98.9% |