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 | $1,458 |
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 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 | $62,841 | $155,795-59.7% | $136,294-53.9% | $69,631-9.8% |
| Participation rate | 56.5% | 75.2%-18.8pp | 81.9%-25.4pp | 70.7%-14.2pp |
| Annual return | 19.19% | 232464.33%-232445.1pp | 5155.94%-5136.8pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,457 | $2,991-51.3% | $4,695-69.0% | $2,032-28.3% |
| Participant deferral / active EE | $5,446 | $5,394+1.0% | $6,247-12.8% | $3,224+68.9% |
| Admin fee / account holder | $13 | $128-89.6% | $9,243-99.9% | $110-88.0% |