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 | $82,149 |
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 | $19,047 | $25,165-24.3% | $73,545-74.1% | $77,958-75.6% |
| Participation rate | 25.4% | 36.6%-11.2pp | 54.9%-29.5pp | 71.6%-46.2pp |
| Annual return | 21.10% | 18.12%+3.0pp | -15.16%+36.3pp | 20.87%+0.2pp |
| Employer contribution / active EE | $222 | $395-43.9% | $1,219-81.8% | $2,310-90.4% |
| Participant deferral / active EE | $1,044 | $898+16.3% | $1,806-42.2% | $3,537-70.5% |
| Admin fee / account holder | $61 | $76-19.5% | $2,320-97.4% | $97-37.4% |