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 | $731 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $90,986 | $60,165+51.2% | $74,183+22.7% | $55,167+64.9% |
| Participation rate | 59.3% | 74.2%-14.8pp | 76.6%-17.3pp | 69.0%-9.7pp |
| Annual return | 11.07% | 10.00%+1.1pp | 17.74%-6.7pp | 169.23%-158.2pp |
| Employer contribution / active EE | $823 | $1,600-48.6% | $2,370-65.3% | $1,963-58.1% |
| Participant deferral / active EE | $2,261 | $2,973-23.9% | $3,550-36.3% | $3,054-26.0% |
| Admin fee / account holder | $10 | $419-97.6% | $5,586-99.8% | $504-98.0% |