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 | $18,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,307 | $65,118-50.4% | $76,768-57.9% | $55,725-42.0% |
| Participation rate | 64.2% | 79.6%-15.4pp | 77.0%-12.8pp | 70.9%-6.7pp |
| Annual return | -5.70% | -1.27%-4.4pp | 2.43%-8.1pp | 244.93%-250.6pp |
| Employer contribution / active EE | $628 | $1,941-67.6% | $2,485-74.7% | $2,078-69.8% |
| Participant deferral / active EE | $1,735 | $3,688-53.0% | $3,852-55.0% | $3,356-48.3% |
| Admin fee / account holder | $72 | $116-37.5% | $6,675-98.9% | $115-37.2% |