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 | $2,001 |
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 | $85,102 | $71,666+18.7% | $117,854-27.8% | $69,631+22.2% |
| Participation rate | 47.6% | 77.5%-30.0pp | 79.7%-32.1pp | 70.7%-23.1pp |
| Annual return | 16.21% | 18.86%-2.6pp | 335.08%-318.9pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $530 | $1,889-71.9% | $3,786-86.0% | $2,032-73.9% |
| Participant deferral / active EE | $2,486 | $3,340-25.5% | $4,482-44.5% | $3,224-22.9% |
| Admin fee / account holder | $12 | $120-90.1% | $8,020-99.9% | $110-89.2% |