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 | -$7,671 |
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 | $52,024 | $54,281-4.2% | $60,547-14.1% | $59,188-12.1% |
| Participation rate | 69.8% | 66.8%+3.0pp | 68.0%+1.8pp | 69.4%+0.4pp |
| Annual return | 1.60% | 1.74%-0.1pp | 335.64%-334.0pp | 5.51%-3.9pp |
| Employer contribution / active EE | $293 | $2,031-85.6% | $2,419-87.9% | $2,098-86.0% |
| Participant deferral / active EE | $1,957 | $2,789-29.8% | $3,328-41.2% | $3,265-40.1% |
| Admin fee / account holder | -$8 | $64-111.8% | $4,536-100.2% | $92-108.3% |