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 | $2,225 |
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 | $0 | $51,244-100.0% | $80,975-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.8%-75.8pp | 69.0%-69.0pp |
| Annual return | 8.89% | 17.39%-8.5pp | 17.10%-8.2pp | 169.23%-160.3pp |
| Employer contribution / active EE | $1,978 | $1,770+11.7% | $3,714-46.7% | $1,963+0.8% |
| Participant deferral / active EE | $8,211 | $4,418+85.9% | $5,696+44.1% | $3,054+168.8% |
| Admin fee / account holder | $0 | $398-100.0% | $5,516-100.0% | $504-100.0% |