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 | $1,950 |
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 | $97,749 | $46,297+111.1% | $71,671+36.4% | $62,292+56.9% |
| Participation rate | 45.3% | 60.6%-15.4pp | 68.7%-23.5pp | 69.5%-24.3pp |
| Annual return | 15.59% | 22.32%-6.7pp | 20.65%-5.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $823 | $1,412-41.7% | $2,460-66.6% | $2,042-59.7% |
| Participant deferral / active EE | $2,689 | $2,235+20.3% | $3,438-21.8% | $3,169-15.1% |
| Admin fee / account holder | $16 | $461-96.5% | $5,558-99.7% | $479-96.6% |