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 | $8,031 |
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 | $57,252 | $34,492+66.0% | $80,004-28.4% | $55,191+3.7% |
| Participation rate | 39.2% | 62.9%-23.6pp | 73.0%-33.8pp | 69.2%-29.9pp |
| Annual return | -0.24% | 3.50%-3.7pp | 7.63%-7.9pp | 10.78%-11.0pp |
| Employer contribution / active EE | $700 | $1,043-32.9% | $2,473-71.7% | $1,899-63.1% |
| Participant deferral / active EE | $2,352 | $2,104+11.8% | $3,204-26.6% | $3,046-22.8% |
| Admin fee / account holder | $17 | $69-75.7% | $5,033-99.7% | $91-81.5% |