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 | $19,887 |
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 | $34,526 | $28,416+21.5% | $73,545-53.1% | $69,631-50.4% |
| Participation rate | 23.2% | 38.3%-15.2pp | 54.9%-31.7pp | 70.7%-47.5pp |
| Annual return | 16.95% | -694.13%+711.1pp | -15.16%+32.1pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $135 | $430-68.6% | $1,219-88.9% | $2,032-93.3% |
| Participant deferral / active EE | $721 | $897-19.6% | $1,806-60.1% | $3,224-77.6% |
| Admin fee / account holder | $110 | $104+5.2% | $2,320-95.3% | $110-0.6% |