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 | $2,210 |
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 | $77,521 | $51,466+50.6% | $78,778-1.6% | $62,292+24.4% |
| Participation rate | 34.1% | 59.8%-25.7pp | 69.2%-35.1pp | 69.5%-35.5pp |
| Annual return | 17.01% | 19.96%-2.9pp | 35.62%-18.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $141 | $827-83.0% | $1,986-92.9% | $2,042-93.1% |
| Participant deferral / active EE | $1,666 | $2,147-22.4% | $2,958-43.7% | $3,169-47.4% |
| Admin fee / account holder | $34 | $489-93.1% | $5,134-99.3% | $479-92.9% |