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 | $6,743 |
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 | $97,067 | $42,548+128.1% | $74,550+30.2% | $56,287+72.5% |
| Participation rate | 60.2% | 60.5%-0.3pp | 69.1%-8.9pp | 69.9%-9.6pp |
| Annual return | -5.70% | 12.40%-18.1pp | 32.53%-38.2pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,094 | $855+144.9% | $1,961+6.8% | $2,111-0.8% |
| Participant deferral / active EE | $3,466 | $2,277+52.2% | $3,108+11.5% | $3,350+3.5% |
| Admin fee / account holder | $52 | $467-88.8% | $5,060-99.0% | $521-89.9% |