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 | -$2,513 |
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 | $71,014 | $65,292+8.8% | $71,671-0.9% | $77,958-8.9% |
| Participation rate | 51.6% | 67.4%-15.8pp | 68.7%-17.1pp | 71.6%-20.0pp |
| Annual return | 20.38% | 21.25%-0.9pp | 20.65%-0.3pp | 20.87%-0.5pp |
| Employer contribution / active EE | $299 | $2,085-85.6% | $2,460-87.8% | $2,310-87.0% |
| Participant deferral / active EE | $1,948 | $3,008-35.3% | $3,438-43.3% | $3,537-44.9% |
| Admin fee / account holder | -$3 | $84-103.7% | $5,558-100.1% | $97-103.2% |