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 | $681 |
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 | $114,662 | $55,449+106.8% | $83,848+36.8% | $56,287+103.7% |
| Participation rate | 54.7% | 68.0%-13.3pp | 76.1%-21.5pp | 69.9%-15.2pp |
| Annual return | -4.63% | -1.38%-3.3pp | 850.88%-855.5pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,366 | $2,935+14.7% | $4,082-17.5% | $3,350+0.5% |
| Admin fee / account holder | $7 | $656-98.9% | $5,478-99.9% | $521-98.6% |