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 | $3,281 |
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 | $132,239 | $59,263+123.1% | $96,562+36.9% | $79,386+66.6% |
| Participation rate | 43.7% | 61.9%-18.2pp | 69.8%-26.2pp | 70.7%-27.0pp |
| Annual return | 24.29% | 27.07%-2.8pp | 37.78%-13.5pp | 116.85%-92.6pp |
| Employer contribution / active EE | $404 | $1,216-66.7% | $2,356-82.8% | $2,427-83.3% |
| Participant deferral / active EE | $1,725 | $2,948-41.5% | $3,849-55.2% | $4,046-57.4% |
| Admin fee / account holder | $49 | $658-92.6% | $6,181-99.2% | $626-92.2% |