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 | $7,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,805 | $64,909-23.3% | $82,313-39.5% | $62,292-20.0% |
| Participation rate | 61.1% | 74.9%-13.8pp | 76.9%-15.8pp | 69.5%-8.4pp |
| Annual return | 21.60% | 21.18%+0.4pp | 25.88%-4.3pp | 28.90%-7.3pp |
| Employer contribution / active EE | $1,823 | $1,676+8.8% | $2,428-24.9% | $2,042-10.7% |
| Participant deferral / active EE | $3,893 | $3,103+25.4% | $3,706+5.0% | $3,169+22.8% |
| Admin fee / account holder | $103 | $440-76.5% | $5,608-98.2% | $479-78.5% |