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 | $294 |
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 | $175,027 | $72,448+141.6% | $118,746+47.4% | $69,631+151.4% |
| Participation rate | 63.3% | 79.7%-16.4pp | 78.3%-15.0pp | 70.7%-7.4pp |
| Annual return | 18.34% | 19.06%-0.7pp | 24.54%-6.2pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $1,515 | $3,771-59.8% | $4,193-63.9% | $2,032-25.4% |
| Participant deferral / active EE | $4,853 | $4,943-1.8% | $5,332-9.0% | $3,224+50.6% |
| Admin fee / account holder | $1 | $99-98.8% | $10,720-100.0% | $110-98.9% |