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 9-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 | $74,896 |
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 | $21,659 | $67,512-67.9% | $185,823-88.3% | $93,030-76.7% |
| Participation rate | 21.1% | 67.1%-46.0pp | 81.7%-60.6pp | 73.9%-52.8pp |
| Annual return | 18.29% | 21.04%-2.7pp | 122.05%-103.8pp | 158.70%-140.4pp |
| Employer contribution / active EE | $1 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $1,034 | $3,035-65.9% | $5,568-81.4% | $4,562-77.3% |
| Admin fee / account holder | $135 | $318-57.4% | $16,237-99.2% | $152-10.7% |