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 | $49,617 |
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 | $48,466 | $143,525-66.2% | $379,746-87.2% | $90,288-46.3% |
| Participation rate | 60.7% | 82.9%-22.2pp | 78.4%-17.7pp | 73.4%-12.7pp |
| Annual return | 19.23% | 18.97%+0.3pp | 34.90%-15.7pp | 53.97%-34.7pp |
| Employer contribution / active EE | $1,205 | $3,201-62.4% | $3,540-66.0% | $2,524-52.3% |
| Participant deferral / active EE | $2,995 | $5,231-42.7% | $6,024-50.3% | $4,232-29.2% |
| Admin fee / account holder | $19 | $100-80.8% | $7,927-99.8% | $114-83.1% |