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 | $7,191 |
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 | $37,554 | $60,165-37.6% | $74,183-49.4% | $55,167-31.9% |
| Participation rate | 38.2% | 74.2%-35.9pp | 76.6%-38.4pp | 69.0%-30.7pp |
| Annual return | 7.96% | 10.00%-2.0pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $265 | $1,600-83.4% | $2,370-88.8% | $1,963-86.5% |
| Participant deferral / active EE | $1,617 | $2,973-45.6% | $3,550-54.4% | $3,054-47.0% |
| Admin fee / account holder | $78 | $419-81.5% | $5,586-98.6% | $504-84.6% |