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 | $2,068 |
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 | $77,991 | $107,378-27.4% | $108,579-28.2% | $57,658+35.3% |
| Participation rate | 49.8% | 77.1%-27.3pp | 79.6%-29.7pp | 70.2%-20.4pp |
| Annual return | 6.99% | 12.80%-5.8pp | -51.70%+58.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $533 | $1,782-70.1% | $3,758-85.8% | $1,974-73.0% |
| Participant deferral / active EE | $2,410 | $3,221-25.2% | $4,311-44.1% | $3,061-21.2% |
| Admin fee / account holder | $12 | $108-88.5% | $7,645-99.8% | $95-86.9% |