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 8-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 | $24,739 |
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 | $27,758 | $58,655-52.7% | $91,989-69.8% | $65,185-57.4% |
| Participation rate | 57.8% | 75.3%-17.4pp | 78.6%-20.8pp | 70.2%-12.4pp |
| Annual return | 24.99% | 33.92%-8.9pp | 69.02%-44.0pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,338 | $2,080-35.7% | $3,452-61.2% | $2,177-38.5% |
| Participant deferral / active EE | $5,546 | $5,474+1.3% | $5,923-6.4% | $3,514+57.8% |
| Admin fee / account holder | $91 | $434-79.1% | $7,743-98.8% | $847-89.3% |