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 | $5,677 |
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 | $65,029 | $52,293+24.4% | $178,490-63.6% | $73,409-11.4% |
| Participation rate | 28.8% | 65.3%-36.6pp | 81.9%-53.2pp | 72.2%-43.4pp |
| Annual return | 30.33% | 34.75%-4.4pp | 151.07%-120.7pp | 59.29%-29.0pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,151 | $2,332-50.7% | $5,202-77.9% | $3,805-69.8% |
| Admin fee / account holder | $39 | $127-69.7% | $13,984-99.7% | $158-75.5% |