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 7-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 | $5,933 |
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 | $77,027 | $29,369+162.3% | $77,482-0.6% | $73,409+4.9% |
| Participation rate | 13.2% | 37.9%-24.8pp | 54.2%-41.0pp | 72.2%-59.0pp |
| Annual return | 13.42% | 358.15%-344.7pp | 54.79%-41.4pp | 59.29%-45.9pp |
| Employer contribution / active EE | $93 | $406-77.0% | $986-90.5% | $2,234-95.8% |
| Participant deferral / active EE | $583 | $941-38.0% | $1,861-68.7% | $3,805-84.7% |
| Admin fee / account holder | $128 | $123+4.5% | $2,858-95.5% | $158-18.7% |