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 | $1,667 |
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 | $103,157 | $32,117+221.2% | $71,086+45.1% | $64,186+60.7% |
| Participation rate | 20.0% | 42.7%-22.7pp | 54.7%-34.7pp | 69.6%-49.6pp |
| Annual return | -6.73% | -5.57%-1.2pp | 650.59%-657.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $400 | $712-43.9% | $1,088-63.3% | $2,381-83.2% |
| Participant deferral / active EE | $2,188 | $1,263+73.3% | $1,874+16.8% | $3,470-36.9% |
| Admin fee / account holder | $270 | $2,759-90.2% | $3,082-91.2% | $4,888-94.5% |