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 | $7,275 |
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 | $60,057 | $41,854+43.5% | $73,843-18.7% | $52,331+14.8% |
| Participation rate | 54.4% | 66.2%-11.8pp | 73.4%-19.1pp | 68.1%-13.7pp |
| Annual return | 1.44% | 2.11%-0.7pp | 2267.84%-2266.4pp | 4.54%-3.1pp |
| Employer contribution / active EE | $1,700 | $1,920-11.5% | $2,787-39.0% | $1,882-9.7% |
| Participant deferral / active EE | $2,009 | $2,498-19.6% | $3,583-43.9% | $3,022-33.5% |
| Admin fee / account holder | $75 | $493-84.8% | $4,880-98.5% | $592-87.3% |