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 | $7,312 |
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 | $49,503 | $44,229+11.9% | $155,790-68.2% | $55,191-10.3% |
| Participation rate | 43.3% | 60.8%-17.6pp | 76.1%-32.8pp | 69.2%-25.9pp |
| Annual return | 0.01% | 0.37%-0.4pp | 71.54%-71.5pp | 10.78%-10.8pp |
| Employer contribution / active EE | $358 | $1,317-72.8% | $3,836-90.7% | $1,899-81.2% |
| Participant deferral / active EE | $2,199 | $2,851-22.9% | $4,797-54.2% | $3,046-27.8% |
| Admin fee / account holder | $24 | $86-72.1% | $7,478-99.7% | $91-73.5% |