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 35-0145825 | Loan Processing | $21,144 |
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 | $33,322 | $37,196-10.4% | $154,107-78.4% | $55,725-40.2% |
| Participation rate | 31.5% | 64.1%-32.6pp | 83.0%-51.5pp | 70.9%-39.4pp |
| Annual return | -3.42% | 1319.68%-1323.1pp | 735.12%-738.5pp | 244.93%-248.4pp |
| Employer contribution / active EE | $606 | $1,614-62.4% | $5,298-88.6% | $2,078-70.8% |
| Participant deferral / active EE | $1,118 | $2,068-46.0% | $5,081-78.0% | $3,356-66.7% |
| Admin fee / account holder | $2 | $102-98.4% | $13,411-100.0% | $115-98.6% |