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 | $10,907 |
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 | $74,642 | $72,492+3.0% | $87,100-14.3% | $72,985+2.3% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.9%-23.3pp | 69.5%-15.9pp |
| Annual return | 30.57% | 24.46%+6.1pp | 28.19%+2.4pp | 81.00%-50.4pp |
| Employer contribution / active EE | $633 | $1,894-66.6% | $2,521-74.9% | $2,440-74.0% |
| Participant deferral / active EE | $2,332 | $3,270-28.7% | $4,049-42.4% | $3,607-35.4% |
| Admin fee / account holder | $127 | $5,055-97.5% | $7,497-98.3% | $5,124-97.5% |