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 | $21,402 |
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 | $41,998 | $62,928-33.3% | $172,739-75.7% | $67,579-37.9% |
| Participation rate | 27.7% | 64.5%-36.7pp | 82.6%-54.9pp | 71.3%-43.6pp |
| Annual return | 20.05% | 30.36%-10.3pp | 802.84%-782.8pp | 378.56%-358.5pp |
| Employer contribution / active EE | $734 | $1,636-55.1% | $5,143-85.7% | $2,148-65.8% |
| Participant deferral / active EE | $1,368 | $2,145-36.2% | $5,198-73.7% | $3,539-61.4% |
| Admin fee / account holder | $4 | $167-97.7% | $13,954-100.0% | $142-97.4% |