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 35-0145825 | Loan Processing | $29,848 |
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 | $58,143 | $62,586-7.1% | $76,768-24.3% | $64,186-9.4% |
| Participation rate | 44.9% | 72.8%-27.9pp | 77.0%-32.1pp | 69.6%-24.7pp |
| Annual return | -3.03% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $942 | $1,832-48.6% | $2,485-62.1% | $2,381-60.5% |
| Participant deferral / active EE | $2,175 | $3,145-30.8% | $3,852-43.5% | $3,470-37.3% |
| Admin fee / account holder | $14 | $4,667-99.7% | $6,675-99.8% | $4,888-99.7% |