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 | $4,488 |
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 | $43,295 | $44,734-3.2% | $99,443-56.5% | $67,579-35.9% |
| Participation rate | 41.7% | 66.2%-24.5pp | 73.8%-32.2pp | 71.3%-29.6pp |
| Annual return | 20.68% | 32.45%-11.8pp | 30.72%-10.0pp | 378.56%-357.9pp |
| Employer contribution / active EE | $108 | $1,261-91.4% | $2,540-95.7% | $2,148-95.0% |
| Participant deferral / active EE | $1,971 | $2,731-27.8% | $3,619-45.5% | $3,539-44.3% |
| Admin fee / account holder | $13 | $120-89.4% | $6,250-99.8% | $142-91.1% |