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 4-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 | $3,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,933 | $65,061-58.6% | $143,757-81.3% | $66,914-59.8% |
| Participation rate | 68.2% | 65.2%+3.0pp | 80.3%-12.1pp | 69.8%-1.6pp |
| Annual return | -20.05% | -11.14%-8.9pp | -0.04%-20.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,510 | $2,361-36.0% | $4,951-69.5% | $2,544-40.6% |
| Participant deferral / active EE | $5,141 | $2,919+76.1% | $5,637-8.8% | $4,237+21.3% |
| Admin fee / account holder | $31 | $502-93.7% | $14,673-99.8% | $593-94.7% |