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 | $95,770 |
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 | $39,062 | $32,929+18.6% | $76,523-49.0% | $68,904-43.3% |
| Participation rate | 45.0% | 38.1%+6.8pp | 68.0%-23.0pp | 74.1%-29.2pp |
| Annual return | -5.75% | 7.15%-12.9pp | -0.27%-5.5pp | 1.07%-6.8pp |
| Employer contribution / active EE | $849 | $904-6.1% | $2,647-67.9% | $2,540-66.6% |
| Participant deferral / active EE | $2,827 | $1,310+115.8% | $3,835-26.3% | $4,015-29.6% |
| Admin fee / account holder | $23 | $93-75.3% | $4,848-99.5% | $71-67.8% |