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 9-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 | $75,277 |
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 | $15,842 | $22,291-28.9% | $69,182-77.1% | $63,975-75.2% |
| Participation rate | 22.9% | 35.3%-12.4pp | 55.1%-32.2pp | 71.1%-48.2pp |
| Annual return | 12.43% | 9.30%+3.1pp | -21.93%+34.4pp | 48.65%-36.2pp |
| Employer contribution / active EE | $193 | $325-40.6% | $1,206-84.0% | $2,182-91.1% |
| Participant deferral / active EE | $902 | $808+11.7% | $1,897-52.4% | $3,356-73.1% |
| Admin fee / account holder | $62 | $73-14.6% | $2,697-97.7% | $70-11.5% |