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 | $1,363 |
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 | $26,937 | $55,002-51.0% | $59,878-55.0% | $56,287-52.1% |
| Participation rate | 36.2% | 75.9%-39.7pp | 74.7%-38.5pp | 69.9%-33.7pp |
| Annual return | 0.24% | 1.13%-0.9pp | 3.46%-3.2pp | -9.96%+10.2pp |
| Employer contribution / active EE | $322 | $2,448-86.8% | $2,722-88.2% | $2,111-84.7% |
| Participant deferral / active EE | $1,682 | $3,121-46.1% | $3,402-50.6% | $3,350-49.8% |
| Admin fee / account holder | $22 | $236-90.5% | $3,590-99.4% | $521-95.7% |