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 | $213 |
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 | $59,015 | $124,414-52.6% | $115,157-48.8% | $67,579-12.7% |
| Participation rate | 25.4% | 58.1%-32.7pp | 75.9%-50.5pp | 71.3%-45.9pp |
| Annual return | 20.50% | 29.40%-8.9pp | 35.60%-15.1pp | 378.56%-358.1pp |
| Employer contribution / active EE | $340 | $1,454-76.6% | $3,179-89.3% | $2,148-84.2% |
| Participant deferral / active EE | $1,235 | $2,331-47.0% | $4,168-70.4% | $3,539-65.1% |
| Admin fee / account holder | $1 | $361-99.6% | $7,088-100.0% | $142-99.0% |