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 | $6,656 |
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 | $52,656 | $168,231-68.7% | $67,834-22.4% | $63,975-17.7% |
| Participation rate | 64.4% | 66.8%-2.5pp | 68.8%-4.4pp | 71.1%-6.8pp |
| Annual return | 17.33% | 11.76%+5.6pp | 138.47%-121.1pp | 48.65%-31.3pp |
| Employer contribution / active EE | $1,303 | $1,907-31.7% | $2,403-45.8% | $2,182-40.3% |
| Participant deferral / active EE | $3,858 | $2,827+36.5% | $3,160+22.1% | $3,356+14.9% |
| Admin fee / account holder | $8 | $81-90.4% | $4,622-99.8% | $70-89.1% |