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 | $4,650 |
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 | $107,720 | $82,202+31.0% | $125,339-14.1% | $64,808+66.2% |
| Participation rate | 69.9% | 77.9%-7.9pp | 82.4%-12.4pp | 71.5%-1.5pp |
| Annual return | -10.71% | 3.48%-14.2pp | 572.05%-582.8pp | 32.82%-43.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $7,266 | $7,175+1.3% | $7,446-2.4% | $4,310+68.6% |
| Admin fee / account holder | $7 | $163-95.8% | $10,010-99.9% | $188-96.3% |