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 5-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 | $4,163 |
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 | $41,936 | $72,770-42.4% | $67,652-38.0% | $55,191-24.0% |
| Participation rate | 65.4% | 78.8%-13.4pp | 75.7%-10.3pp | 69.2%-3.7pp |
| Annual return | 1.15% | -3.26%+4.4pp | 6625.04%-6623.9pp | 10.78%-9.6pp |
| Employer contribution / active EE | $771 | $1,769-56.4% | $2,266-66.0% | $1,899-59.4% |
| Participant deferral / active EE | $1,775 | $3,408-47.9% | $3,560-50.1% | $3,046-41.7% |
| Admin fee / account holder | $20 | $79-75.1% | $4,821-99.6% | $91-78.4% |