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 | $3,469 |
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 | $49,322 | $63,905-22.8% | $74,183-33.5% | $57,658-14.5% |
| Participation rate | 49.0% | 79.8%-30.7pp | 76.6%-27.6pp | 70.2%-21.2pp |
| Annual return | 10.17% | 60.60%-50.4pp | 17.74%-7.6pp | 5.13%+5.0pp |
| Employer contribution / active EE | $738 | $1,840-59.9% | $2,370-68.9% | $1,974-62.6% |
| Participant deferral / active EE | $2,632 | $3,448-23.7% | $3,550-25.9% | $3,061-14.0% |
| Admin fee / account holder | $21 | $91-76.9% | $5,586-99.6% | $95-77.7% |