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 | $5,750 |
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 | $52,847 | $85,635-38.3% | $123,892-57.3% | $63,975-17.4% |
| Participation rate | 64.5% | 74.9%-10.5pp | 81.4%-16.9pp | 71.1%-6.7pp |
| Annual return | 25.68% | 15.74%+9.9pp | 47.52%-21.8pp | 48.65%-23.0pp |
| Employer contribution / active EE | $5 | $3,076-99.8% | $4,617-99.9% | $2,182-99.8% |
| Participant deferral / active EE | $8,211 | $5,667+44.9% | $5,984+37.2% | $3,356+144.6% |
| Admin fee / account holder | $7 | $75-91.2% | $8,357-99.9% | $70-90.6% |