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 7-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 | $7,839 |
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 | $40,611 | $99,957-59.4% | $149,696-72.9% | $73,488-44.7% |
| Participation rate | 67.6% | 75.7%-8.1pp | 82.5%-14.9pp | 70.7%-3.1pp |
| Annual return | 21.99% | 53.87%-31.9pp | 276.60%-254.6pp | 28.51%-6.5pp |
| Employer contribution / active EE | $1,710 | $3,191-46.4% | $4,644-63.2% | $2,270-24.7% |
| Participant deferral / active EE | $6,417 | $6,073+5.7% | $6,842-6.2% | $3,740+71.6% |
| Admin fee / account holder | $22 | $551-96.0% | $9,309-99.8% | $513-95.7% |