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 | $2,190 |
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 | $45,081 | $86,332-47.8% | $125,175-64.0% | $65,185-30.8% |
| Participation rate | 66.7% | 75.3%-8.6pp | 79.8%-13.1pp | 70.2%-3.5pp |
| Annual return | 21.22% | 27.43%-6.2pp | 43.79%-22.6pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,686 | $2,040-17.3% | $3,865-56.4% | $2,177-22.5% |
| Participant deferral / active EE | $3,633 | $3,537+2.7% | $4,937-26.4% | $3,514+3.4% |
| Admin fee / account holder | $28 | $609-95.5% | $9,702-99.7% | $847-96.7% |