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 | $3,413 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $115,091 | $57,976+98.5% | $62,995+82.7% | $62,292+84.8% |
| Participation rate | 62.2% | 75.9%-13.8pp | 74.8%-12.6pp | 69.5%-7.4pp |
| Annual return | 18.78% | 17.54%+1.2pp | 87.57%-68.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,863 | $2,956+132.2% | $3,329+106.1% | $3,169+116.5% |
| Admin fee / account holder | $33 | $276-87.9% | $3,600-99.1% | $479-93.0% |