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 | $82,436 |
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 | $41,089 | $35,598+15.4% | $81,478-49.6% | $177,276-76.8% |
| Participation rate | 40.8% | 43.3%-2.5pp | 68.0%-27.2pp | 74.8%-34.0pp |
| Annual return | 21.74% | 22.81%-1.1pp | 38.78%-17.0pp | 21.25%+0.5pp |
| Employer contribution / active EE | $760 | $903-15.9% | $2,568-70.4% | $2,479-69.4% |
| Participant deferral / active EE | $2,420 | $1,276+89.7% | $3,537-31.6% | $3,881-37.6% |
| Admin fee / account holder | $22 | $82-73.4% | $4,561-99.5% | $154-85.9% |