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 | $11,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $45,749 | $42,810+6.9% | $169,463-73.0% | $55,725-17.9% |
| Participation rate | 52.9% | 64.7%-11.8pp | 77.8%-24.9pp | 70.9%-17.9pp |
| Annual return | -3.79% | -3.61%-0.2pp | 1.83%-5.6pp | 244.93%-248.7pp |
| Employer contribution / active EE | $769 | $1,402-45.2% | $4,159-81.5% | $2,078-63.0% |
| Participant deferral / active EE | $2,759 | $3,141-12.2% | $5,277-47.7% | $3,356-17.8% |
| Admin fee / account holder | $39 | $106-63.6% | $9,109-99.6% | $115-66.4% |