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 35-0145825 | Loan Processing | $24,073 |
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 | $74,919 | $46,732+60.3% | $156,549-52.1% | $55,167+35.8% |
| Participation rate | 55.0% | 65.8%-10.8pp | 84.0%-29.0pp | 69.0%-14.0pp |
| Annual return | 5.70% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,460 | $2,105-30.6% | $5,501-73.5% | $1,963-25.6% |
| Participant deferral / active EE | $1,896 | $2,204-14.0% | $4,871-61.1% | $3,054-37.9% |
| Admin fee / account holder | $1 | $418-99.8% | $13,027-100.0% | $504-99.9% |