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 | $4,608 |
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 | $63,036 | $75,284-16.3% | $91,001-30.7% | $69,631-9.5% |
| Participation rate | 45.0% | 80.4%-35.3pp | 75.6%-30.6pp | 70.7%-25.6pp |
| Annual return | 17.93% | 48.40%-30.5pp | 4.60%+13.3pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,889 | $3,700-48.9% | $3,547-46.8% | $3,224-41.4% |
| Admin fee / account holder | $50 | $111-55.0% | $5,417-99.1% | $110-54.9% |