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 | $7,671 |
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 | $31,685 | $55,125-42.5% | $109,895-71.2% | $86,799-63.5% |
| Participation rate | 39.4% | 70.1%-30.7pp | 74.2%-34.8pp | 72.3%-32.9pp |
| Annual return | 14.12% | 26.20%-12.1pp | 29.45%-15.3pp | 97.91%-83.8pp |
| Employer contribution / active EE | $422 | $1,558-72.9% | $2,842-85.2% | $2,405-82.5% |
| Participant deferral / active EE | $1,586 | $3,337-52.5% | $4,048-60.8% | $4,131-61.6% |
| Admin fee / account holder | $37 | $141-73.5% | $6,066-99.4% | $170-77.9% |