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 | $375 |
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 | $34,713 | $63,114-45.0% | $92,893-62.6% | $65,185-46.7% |
| Participation rate | 20.1% | 68.8%-48.7pp | 76.0%-55.9pp | 70.2%-50.1pp |
| Annual return | 23.88% | 28.75%-4.9pp | 109.41%-85.5pp | 29.38%-5.5pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,553 | $3,108-50.0% | $4,236-63.3% | $3,514-55.8% |
| Admin fee / account holder | $8 | $624-98.7% | $5,794-99.9% | $847-99.1% |