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 | -$5,341 |
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 | $41,575 | $30,072+38.2% | $64,105-35.1% | $67,505-38.4% |
| Participation rate | 45.0% | 59.4%-14.4pp | 68.2%-23.2pp | 71.2%-26.2pp |
| Annual return | 1.58% | 0.30%+1.3pp | 791.24%-789.7pp | 6.52%-4.9pp |
| Employer contribution / active EE | $1,138 | $725+57.0% | $1,820-37.5% | $2,173-47.6% |
| Participant deferral / active EE | $2,224 | $1,453+53.1% | $2,822-21.2% | $3,597-38.1% |
| Admin fee / account holder | -$2 | $62-102.6% | $4,499-100.0% | $56-102.8% |