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 | $8,269 |
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 | $42,630 | $37,591+13.4% | $90,645-53.0% | $55,725-23.5% |
| Participation rate | 40.2% | 66.4%-26.2pp | 74.0%-33.8pp | 70.9%-30.7pp |
| Annual return | -6.87% | -3.20%-3.7pp | 1.88%-8.8pp | 244.93%-251.8pp |
| Employer contribution / active EE | $105 | $1,302-91.9% | $2,532-95.8% | $2,078-94.9% |
| Participant deferral / active EE | $1,855 | $2,643-29.8% | $3,425-45.8% | $3,356-44.7% |
| Admin fee / account holder | $26 | $100-73.6% | $4,994-99.5% | $115-77.1% |