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 | $15,207 |
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 | $72,095 | $79,694-9.5% | $96,139-25.0% | $79,386-9.2% |
| Participation rate | 65.6% | 54.0%+11.6pp | 68.4%-2.9pp | 70.7%-5.1pp |
| Annual return | 19.61% | 40.84%-21.2pp | 191.94%-172.3pp | 116.85%-97.2pp |
| Employer contribution / active EE | $421 | $1,443-70.8% | $2,797-84.9% | $2,427-82.7% |
| Participant deferral / active EE | $9,044 | $2,539+256.2% | $4,349+108.0% | $4,046+123.5% |
| Admin fee / account holder | $122 | $630-80.7% | $5,537-97.8% | $626-80.6% |