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 | $3,016 |
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 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 | $140,411 | $65,322+115.0% | $70,449+99.3% | $73,488+91.1% |
| Participation rate | 66.9% | 77.0%-10.1pp | 75.1%-8.2pp | 70.7%-3.8pp |
| Annual return | 16.67% | 15.71%+1.0pp | 109.03%-92.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $8,122 | $3,375+140.7% | $3,709+119.0% | $3,740+117.2% |
| Admin fee / account holder | $47 | $214-78.2% | $3,845-98.8% | $513-90.9% |