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 | $1,410 |
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 | $105,289 | $49,451+112.9% | $79,550+32.4% | $66,914+57.3% |
| Participation rate | 42.0% | 61.3%-19.4pp | 69.5%-27.5pp | 69.8%-27.8pp |
| Annual return | -17.99% | 84.25%-102.2pp | 0.16%-18.2pp | 1.58%-19.6pp |
| Employer contribution / active EE | $413 | $1,266-67.4% | $2,413-82.9% | $2,544-83.8% |
| Participant deferral / active EE | $1,762 | $3,159-44.2% | $3,985-55.8% | $4,237-58.4% |
| Admin fee / account holder | $28 | $595-95.4% | $6,832-99.6% | $593-95.3% |