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 | $725 |
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 | $65,498 | $81,474-19.6% | $133,956-51.1% | $73,488-10.9% |
| Participation rate | 60.5% | 76.4%-15.8pp | 79.8%-19.3pp | 70.7%-10.2pp |
| Annual return | 15.72% | 19.40%-3.7pp | 45.09%-29.4pp | 28.51%-12.8pp |
| Employer contribution / active EE | $801 | $2,209-63.8% | $3,919-79.6% | $2,270-64.7% |
| Participant deferral / active EE | $3,424 | $3,786-9.6% | $5,048-32.2% | $3,740-8.4% |
| Admin fee / account holder | $26 | $713-96.3% | $8,927-99.7% | $513-94.9% |