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 | $2,500 |
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 | $22,803 | $46,732-51.2% | $156,549-85.4% | $55,167-58.7% |
| Participation rate | 59.1% | 65.8%-6.7pp | 84.0%-24.9pp | 69.0%-9.9pp |
| Annual return | 7.67% | 17.72%-10.0pp | 32.23%-24.6pp | 169.23%-161.6pp |
| Employer contribution / active EE | $285 | $2,105-86.4% | $5,501-94.8% | $1,963-85.5% |
| Participant deferral / active EE | $1,903 | $2,204-13.7% | $4,871-60.9% | $3,054-37.7% |
| Admin fee / account holder | $23 | $418-94.6% | $13,027-99.8% | $504-95.5% |