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 9-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 | $11,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,340 | $155,795-86.3% | $136,294-84.3% | $69,631-69.4% |
| Participation rate | 64.9% | 75.2%-10.3pp | 81.9%-17.0pp | 70.7%-5.8pp |
| Annual return | 28.59% | 232464.33%-232435.7pp | 5155.94%-5127.3pp | 27571.02%-27542.4pp |
| Employer contribution / active EE | $1,496 | $2,991-50.0% | $4,695-68.1% | $2,032-26.4% |
| Participant deferral / active EE | $3,684 | $5,394-31.7% | $6,247-41.0% | $3,224+14.3% |
| Admin fee / account holder | $45 | $128-65.3% | $9,243-99.5% | $110-59.6% |