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 | $1,645 |
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 | $160,367 | $66,310+141.8% | $93,606+71.3% | $65,185+146.0% |
| Participation rate | 35.4% | 74.0%-38.6pp | 75.8%-40.4pp | 70.2%-34.8pp |
| Annual return | 23.71% | 42.58%-18.9pp | 32.76%-9.0pp | 29.38%-5.7pp |
| Employer contribution / active EE | $743 | $2,012-63.1% | $2,718-72.7% | $2,177-65.9% |
| Participant deferral / active EE | $1,896 | $3,342-43.3% | $4,069-53.4% | $3,514-46.1% |
| Admin fee / account holder | $29 | $6,897-99.6% | $7,888-99.6% | $847-96.5% |