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 | $400,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $56,019 | $63,356-11.6% | $103,333-45.8% | $106,382-47.3% |
| Participation rate | 48.0% | 84.3%-36.2pp | 74.5%-26.5pp | 69.9%-21.8pp |
| Annual return | 17.16% | 14.77%+2.4pp | 24.88%-7.7pp | 17.37%-0.2pp |
| Employer contribution / active EE | $1,400 | $4,310-67.5% | $3,868-63.8% | $3,364-58.4% |
| Participant deferral / active EE | $3,737 | $3,479+7.4% | $5,057-26.1% | $5,569-32.9% |
| Admin fee / account holder | $63 | $110-43.3% | $8,355-99.3% | $79-21.1% |