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 | $4,594 |
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 | $117,981 | $65,376+80.5% | $87,100+35.5% | $65,185+81.0% |
| Participation rate | 51.1% | 75.3%-24.2pp | 76.9%-25.7pp | 70.2%-19.1pp |
| Annual return | 21.63% | 31.27%-9.6pp | 28.19%-6.6pp | 29.38%-7.8pp |
| Employer contribution / active EE | $343 | $1,822-81.2% | $2,521-86.4% | $2,177-84.3% |
| Participant deferral / active EE | $5,266 | $3,388+55.4% | $4,049+30.1% | $3,514+49.9% |
| Admin fee / account holder | $41 | $520-92.0% | $7,497-99.4% | $847-95.1% |