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 35-0145825 | Loan Processing | $22,868 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,333 | $27,330+7.3% | $67,711-56.7% | $55,191-46.9% |
| Participation rate | 30.3% | 47.5%-17.3pp | 67.5%-37.2pp | 69.2%-38.9pp |
| Annual return | -0.63% | 8.81%-9.4pp | 25.41%-26.0pp | 10.78%-11.4pp |
| Employer contribution / active EE | $65 | $855-92.4% | $2,559-97.4% | $1,899-96.6% |
| Participant deferral / active EE | $495 | $1,709-71.0% | $3,585-86.2% | $3,046-83.8% |
| Admin fee / account holder | $13 | $109-88.5% | $4,255-99.7% | $91-86.2% |