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 | $527,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $28,770 | $48,464-40.6% | $90,951-68.4% | $106,222-72.9% |
| Participation rate | 20.2% | 53.1%-32.9pp | 69.0%-48.8pp | 70.8%-50.6pp |
| Annual return | 20.25% | 16.72%+3.5pp | 134.60%-114.4pp | 21.69%-1.4pp |
| Employer contribution / active EE | $298 | $939-68.3% | $2,122-85.9% | $2,723-89.1% |
| Participant deferral / active EE | $608 | $1,510-59.7% | $3,373-82.0% | $4,600-86.8% |
| Admin fee / account holder | $49 | $58-15.5% | $5,959-99.2% | $78-37.5% |