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 | $5,288 |
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 | $31,666 | $23,224+36.3% | $71,086-55.5% | $55,725-43.2% |
| Participation rate | 15.8% | 37.9%-22.1pp | 54.7%-38.8pp | 70.9%-55.1pp |
| Annual return | -4.79% | -2.87%-1.9pp | 650.59%-655.4pp | 244.93%-249.7pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $721 | $929-22.4% | $1,874-61.5% | $3,356-78.5% |
| Admin fee / account holder | $43 | $118-63.9% | $3,082-98.6% | $115-63.0% |