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 | $95,187 |
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 | $49,818 | $23,119+115.5% | $71,086-29.9% | $75,289-33.8% |
| Participation rate | 30.9% | 36.3%-5.4pp | 54.7%-23.8pp | 72.4%-41.5pp |
| Annual return | -2.46% | -3.32%+0.9pp | 650.59%-653.0pp | -0.04%-2.4pp |
| Employer contribution / active EE | $929 | $399+132.9% | $1,088-14.6% | $2,405-61.4% |
| Participant deferral / active EE | $2,022 | $960+110.6% | $1,874+7.9% | $3,739-45.9% |
| Admin fee / account holder | $104 | $89+15.8% | $3,082-96.6% | $102+1.3% |