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 | $3,731 |
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 | $71,582 | $51,620+38.7% | $90,281-20.7% | $65,185+9.8% |
| Participation rate | 62.8% | 68.6%-5.8pp | 73.3%-10.5pp | 70.2%-7.4pp |
| Annual return | 26.00% | 24.94%+1.1pp | 78.10%-52.1pp | 29.38%-3.4pp |
| Employer contribution / active EE | $2,180 | $2,235-2.4% | $2,854-23.6% | $2,177+0.2% |
| Participant deferral / active EE | $2,617 | $2,871-8.8% | $3,885-32.6% | $3,514-25.5% |
| Admin fee / account holder | $36 | $384-90.6% | $5,351-99.3% | $847-95.7% |