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 | $4,129 |
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 | $71,347 | $52,670+35.5% | $90,404-21.1% | $73,409-2.8% |
| Participation rate | 25.1% | 67.7%-42.6pp | 72.7%-47.6pp | 72.2%-47.1pp |
| Annual return | 20.74% | 20.70%0pp | 1293.02%-1272.3pp | 59.29%-38.6pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $856 | $2,807-69.5% | $3,963-78.4% | $3,805-77.5% |
| Admin fee / account holder | $71 | $117-39.3% | $5,611-98.7% | $158-55.1% |