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 | $10,213 |
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 | $48,920 | $57,606-15.1% | $67,313-27.3% | $75,289-35.0% |
| Participation rate | 60.3% | 68.2%-7.9pp | 69.1%-8.8pp | 72.4%-12.1pp |
| Annual return | -0.06% | -0.47%+0.4pp | -4.08%+4.0pp | -0.04%0pp |
| Employer contribution / active EE | $1,035 | $2,206-53.1% | $2,566-59.7% | $2,405-57.0% |
| Participant deferral / active EE | $3,366 | $3,195+5.4% | $3,568-5.7% | $3,739-10.0% |
| Admin fee / account holder | $8 | $83-89.9% | $4,507-99.8% | $102-91.8% |