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 | $1,599 |
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 | $50,136 | $76,000-34.0% | $154,107-67.5% | $64,186-21.9% |
| Participation rate | 62.2% | 70.4%-8.2pp | 83.0%-20.8pp | 69.6%-7.4pp |
| Annual return | -6.13% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.8pp |
| Employer contribution / active EE | $303 | $3,351-91.0% | $5,298-94.3% | $2,381-87.3% |
| Participant deferral / active EE | $4,148 | $3,175+30.6% | $5,081-18.4% | $3,470+19.5% |
| Admin fee / account holder | $67 | $5,596-98.8% | $13,411-99.5% | $4,888-98.6% |