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 | $3,440 |
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 | $101,444 | $54,573+85.9% | $90,951+11.5% | $73,488+38.0% |
| Participation rate | 39.2% | 61.2%-21.9pp | 69.0%-29.8pp | 70.7%-31.4pp |
| Annual return | 16.95% | 16.69%+0.3pp | 134.60%-117.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $362 | $991-63.5% | $2,122-83.0% | $2,270-84.1% |
| Participant deferral / active EE | $1,497 | $2,517-40.5% | $3,373-55.6% | $3,740-60.0% |
| Admin fee / account holder | $46 | $521-91.2% | $5,959-99.2% | $513-91.0% |