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 | $975 |
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 | $51,094 | $72,770-29.8% | $67,652-24.5% | $55,191-7.4% |
| Participation rate | 69.5% | 78.8%-9.3pp | 75.7%-6.1pp | 69.2%+0.4pp |
| Annual return | 9.33% | -3.26%+12.6pp | 6625.04%-6615.7pp | 10.78%-1.4pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $10,948 | $3,408+221.2% | $3,560+207.6% | $3,046+259.4% |
| Admin fee / account holder | $2 | $79-97.7% | $4,821-100.0% | $91-98.0% |