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 35-0145825 | Loan Processing | $41,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,652 | $65,376-7.2% | $87,100-30.4% | $65,185-7.0% |
| Participation rate | 68.6% | 75.3%-6.7pp | 76.9%-8.3pp | 70.2%-1.6pp |
| Annual return | 22.36% | 31.27%-8.9pp | 28.19%-5.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $869 | $1,822-52.3% | $2,521-65.5% | $2,177-60.1% |
| Participant deferral / active EE | $2,235 | $3,388-34.0% | $4,049-44.8% | $3,514-36.4% |
| Admin fee / account holder | $8 | $520-98.5% | $7,497-99.9% | $847-99.1% |