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 | $12,749 |
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 | $40,612 | $37,213+9.1% | $156,549-74.1% | $63,975-36.5% |
| Participation rate | 23.6% | 65.0%-41.4pp | 84.0%-60.4pp | 71.1%-47.6pp |
| Annual return | 8.24% | 47.89%-39.6pp | 32.23%-24.0pp | 48.65%-40.4pp |
| Employer contribution / active EE | $122 | $1,357-91.0% | $5,501-97.8% | $2,182-94.4% |
| Participant deferral / active EE | $911 | $2,070-56.0% | $4,871-81.3% | $3,356-72.9% |
| Admin fee / account holder | $33 | $56-40.9% | $13,027-99.7% | $70-52.7% |