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 | $25,505 |
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 | $81,312 | $55,453+46.6% | $170,442-52.3% | $62,292+30.5% |
| Participation rate | 50.0% | 66.4%-16.4pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 17.68% | 21.38%-3.7pp | 205.93%-188.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,172 | $2,164-45.8% | $5,433-78.4% | $2,042-42.6% |
| Participant deferral / active EE | $1,579 | $2,303-31.4% | $4,939-68.0% | $3,169-50.2% |
| Admin fee / account holder | $1 | $455-99.9% | $13,880-100.0% | $479-99.9% |