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 | $6,668 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,308 | $88,324-32.9% | $115,037-48.4% | $55,191+7.5% |
| Participation rate | 47.0% | 72.5%-25.5pp | 81.4%-34.4pp | 69.2%-22.2pp |
| Annual return | 3.48% | 6.30%-2.8pp | 26.14%-22.7pp | 10.78%-7.3pp |
| Employer contribution / active EE | $522 | $2,805-81.4% | $4,608-88.7% | $1,899-72.5% |
| Participant deferral / active EE | $1,464 | $5,042-71.0% | $6,026-75.7% | $3,046-51.9% |
| Admin fee / account holder | $54 | $105-48.3% | $8,175-99.3% | $91-40.0% |