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 | $4,611 |
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 | $61,814 | $63,905-3.3% | $74,183-16.7% | $57,658+7.2% |
| Participation rate | 69.5% | 79.8%-10.2pp | 76.6%-7.1pp | 70.2%-0.7pp |
| Annual return | 16.83% | 60.60%-43.8pp | 17.74%-0.9pp | 5.13%+11.7pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $10,786 | $3,448+212.8% | $3,550+203.8% | $3,061+252.4% |
| Admin fee / account holder | $4 | $91-95.9% | $5,586-99.9% | $95-96.1% |