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 | $4,143 |
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 | $61,212 | $89,652-31.7% | $141,162-56.6% | $65,185-6.1% |
| Participation rate | 45.0% | 74.7%-29.7pp | 82.5%-37.4pp | 70.2%-25.2pp |
| Annual return | 25.74% | 32.79%-7.1pp | 71.39%-45.6pp | 29.38%-3.6pp |
| Employer contribution / active EE | $489 | $3,065-84.0% | $4,735-89.7% | $2,177-77.5% |
| Participant deferral / active EE | $2,812 | $5,691-50.6% | $6,709-58.1% | $3,514-20.0% |
| Admin fee / account holder | $49 | $569-91.3% | $10,261-99.5% | $847-94.2% |