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 | $5,168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,123 | $80,753-49.1% | $136,294-69.8% | $62,292-34.0% |
| Participation rate | 63.7% | 73.5%-9.8pp | 81.9%-18.2pp | 69.5%-5.8pp |
| Annual return | 20.11% | 35.83%-15.7pp | 5155.94%-5135.8pp | 28.90%-8.8pp |
| Employer contribution / active EE | $513 | $2,884-82.2% | $4,695-89.1% | $2,042-74.9% |
| Participant deferral / active EE | $4,586 | $5,164-11.2% | $6,247-26.6% | $3,169+44.7% |
| Admin fee / account holder | $33 | $525-93.7% | $9,243-99.6% | $479-93.1% |