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 | $28,305 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,986 | $61,473-72.4% | $81,930-79.3% | $73,409-76.9% |
| Participation rate | 61.1% | 72.4%-11.3pp | 72.0%-10.9pp | 72.2%-11.0pp |
| Annual return | 17.88% | 28.26%-10.4pp | 29.49%-11.6pp | 59.29%-41.4pp |
| Employer contribution / active EE | $663 | $1,898-65.1% | $4,310-84.6% | $2,234-70.3% |
| Participant deferral / active EE | $1,633 | $3,080-47.0% | $7,107-77.0% | $3,805-57.1% |
| Admin fee / account holder | $48 | $125-61.8% | $5,158-99.1% | $158-69.6% |