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 | $9,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $45,126 | $58,879-23.4% | $178,490-74.7% | $73,488-38.6% |
| Participation rate | 47.6% | 66.2%-18.6pp | 81.9%-34.3pp | 70.7%-23.1pp |
| Annual return | 7.82% | 24.86%-17.0pp | 151.07%-143.3pp | 28.51%-20.7pp |
| Employer contribution / active EE | $583 | $2,236-73.9% | $5,011-88.4% | $2,270-74.3% |
| Participant deferral / active EE | $2,214 | $2,567-13.8% | $5,202-57.4% | $3,740-40.8% |
| Admin fee / account holder | $88 | $400-78.1% | $13,984-99.4% | $513-82.9% |