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 | $9,105 |
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 | $70,329 | $46,173+52.3% | $170,442-58.7% | $69,631+1.0% |
| Participation rate | 46.0% | 63.9%-17.9pp | 83.6%-37.6pp | 70.7%-24.7pp |
| Annual return | 19.52% | 21.62%-2.1pp | 205.93%-186.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $488 | $1,610-69.7% | $5,433-91.0% | $2,032-76.0% |
| Participant deferral / active EE | $1,647 | $2,080-20.8% | $4,939-66.7% | $3,224-48.9% |
| Admin fee / account holder | $71 | $116-38.6% | $13,880-99.5% | $110-35.5% |