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 | $1,131 |
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 | $111,268 | $64,909+71.4% | $82,313+35.2% | $62,292+78.6% |
| Participation rate | 51.2% | 74.9%-23.6pp | 76.9%-25.7pp | 69.5%-18.3pp |
| Annual return | 22.79% | 21.18%+1.6pp | 25.88%-3.1pp | 28.90%-6.1pp |
| Employer contribution / active EE | $2,147 | $1,676+28.1% | $2,428-11.6% | $2,042+5.1% |
| Participant deferral / active EE | $2,951 | $3,103-4.9% | $3,706-20.4% | $3,169-6.9% |
| Admin fee / account holder | $9 | $440-98.0% | $5,608-99.8% | $479-98.2% |