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 | $62,969 |
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 | $45,927 | $127,218-63.9% | $392,568-88.3% | $77,787-41.0% |
| Participation rate | 69.7% | 82.0%-12.3pp | 78.1%-8.4pp | 73.2%-3.5pp |
| Annual return | 25.42% | 25.27%+0.2pp | 24.42%+1.0pp | 32.57%-7.2pp |
| Employer contribution / active EE | $1,586 | $3,064-48.2% | $3,783-58.1% | $2,504-36.7% |
| Participant deferral / active EE | $3,445 | $4,820-28.5% | $5,985-42.4% | $3,967-13.2% |
| Admin fee / account holder | $29 | $89-67.2% | $6,260-99.5% | $100-70.8% |