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 | -$4,163 |
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 | $57,616 | $168,231-65.8% | $67,834-15.1% | $63,975-9.9% |
| Participation rate | 61.2% | 66.8%-5.6pp | 68.8%-7.6pp | 71.1%-9.9pp |
| Annual return | 6.79% | 11.76%-5.0pp | 138.47%-131.7pp | 48.65%-41.9pp |
| Employer contribution / active EE | $378 | $1,907-80.2% | $2,403-84.3% | $2,182-82.7% |
| Participant deferral / active EE | $2,174 | $2,827-23.1% | $3,160-31.2% | $3,356-35.2% |
| Admin fee / account holder | -$5 | $81-105.9% | $4,622-100.1% | $70-106.7% |