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 | $3,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,393 | $34,492-3.2% | $80,004-58.3% | $55,191-39.5% |
| Participation rate | 39.0% | 62.9%-23.9pp | 73.0%-34.1pp | 69.2%-30.2pp |
| Annual return | -0.04% | 3.50%-3.5pp | 7.63%-7.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,473-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,448 | $2,104-31.2% | $3,204-54.8% | $3,046-52.5% |
| Admin fee / account holder | $11 | $69-84.9% | $5,033-99.8% | $91-88.4% |