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 | $19,034 |
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 | $9,106 | $28,416-68.0% | $73,545-87.6% | $69,631-86.9% |
| Participation rate | 62.7% | 38.3%+24.4pp | 54.9%+7.8pp | 70.7%-8.0pp |
| Annual return | 18.83% | -694.13%+713.0pp | -15.16%+34.0pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $132 | $430-69.3% | $1,219-89.2% | $2,032-93.5% |
| Participant deferral / active EE | $705 | $897-21.4% | $1,806-61.0% | $3,224-78.1% |
| Admin fee / account holder | $27 | $104-74.1% | $2,320-98.8% | $110-75.5% |