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 | $9,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $34,606 | $48,261-28.3% | $68,793-49.7% | $55,725-37.9% |
| Participation rate | 67.5% | 71.0%-3.5pp | 72.2%-4.7pp | 70.9%-3.4pp |
| Annual return | -4.84% | -2.61%-2.2pp | -4.63%-0.2pp | 244.93%-249.8pp |
| Employer contribution / active EE | $241 | $1,742-86.2% | $2,625-90.8% | $2,078-88.4% |
| Participant deferral / active EE | $1,321 | $2,712-51.3% | $3,311-60.1% | $3,356-60.6% |
| Admin fee / account holder | $25 | $126-80.6% | $5,131-99.5% | $115-78.7% |