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 | $7,442 |
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 | $58,860 | $59,186-0.6% | $76,768-23.3% | $56,287+4.6% |
| Participation rate | 63.3% | 75.2%-11.9pp | 77.0%-13.6pp | 69.9%-6.5pp |
| Annual return | -4.48% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $262 | $1,759-85.1% | $2,485-89.4% | $2,111-87.6% |
| Participant deferral / active EE | $1,536 | $3,255-52.8% | $3,852-60.1% | $3,350-54.1% |
| Admin fee / account holder | $47 | $489-90.4% | $6,675-99.3% | $521-91.0% |