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 | $4,349 |
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 | $41,569 | $38,925+6.8% | $73,843-43.7% | $55,191-24.7% |
| Participation rate | 31.3% | 66.0%-34.8pp | 73.4%-42.2pp | 69.2%-37.9pp |
| Annual return | 0.61% | 6.31%-5.7pp | 2267.84%-2267.2pp | 10.78%-10.2pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $945 | $2,351-59.8% | $3,583-73.6% | $3,046-69.0% |
| Admin fee / account holder | $42 | $83-49.7% | $4,880-99.1% | $91-54.1% |