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 | $5,299 |
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 | $85,934 | $63,299+35.8% | $91,001-5.6% | $62,292+38.0% |
| Participation rate | 48.5% | 73.3%-24.8pp | 75.6%-27.1pp | 69.5%-21.1pp |
| Annual return | 16.44% | 20.99%-4.5pp | 4.60%+11.8pp | 28.90%-12.5pp |
| Employer contribution / active EE | $627 | $1,807-65.3% | $2,456-74.5% | $2,042-69.3% |
| Participant deferral / active EE | $2,517 | $2,943-14.5% | $3,547-29.0% | $3,169-20.6% |
| Admin fee / account holder | $73 | $468-84.5% | $5,417-98.7% | $479-84.9% |