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 | $2,519 |
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 | $83,086 | $54,320+53.0% | $67,652+22.8% | $52,331+58.8% |
| Participation rate | 50.9% | 73.6%-22.7pp | 75.7%-24.8pp | 68.1%-17.2pp |
| Annual return | -0.39% | 6.81%-7.2pp | 6625.04%-6625.4pp | 4.54%-4.9pp |
| Employer contribution / active EE | $668 | $1,544-56.8% | $2,266-70.5% | $1,882-64.5% |
| Participant deferral / active EE | $4,047 | $2,950+37.2% | $3,560+13.7% | $3,022+33.9% |
| Admin fee / account holder | $20 | $527-96.3% | $4,821-99.6% | $592-96.7% |