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 | $13,139 |
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 | $92,414 | $78,422+17.8% | $95,952-3.7% | $79,858+15.7% |
| Participation rate | 58.9% | 73.5%-14.6pp | 77.1%-18.1pp | 69.6%-10.7pp |
| Annual return | 16.07% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,093 | $1,945-43.8% | $2,541-57.0% | $2,471-55.8% |
| Participant deferral / active EE | $2,825 | $3,440-17.9% | $4,167-32.2% | $3,740-24.5% |
| Admin fee / account holder | $173 | $5,622-96.9% | $6,795-97.5% | $5,306-96.7% |