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 9-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 | $56,163 |
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 | $18,153 | $56,095-67.6% | $178,490-89.8% | $90,288-79.9% |
| Participation rate | 21.4% | 65.6%-44.2pp | 81.9%-60.5pp | 73.4%-51.9pp |
| Annual return | 22.80% | 28.81%-6.0pp | 151.07%-128.3pp | 53.97%-31.2pp |
| Employer contribution / active EE | $13 | $1,572-99.2% | $5,011-99.7% | $2,524-99.5% |
| Participant deferral / active EE | $1,047 | $2,669-60.8% | $5,202-79.9% | $4,232-75.3% |
| Admin fee / account holder | $115 | $101+14.1% | $13,984-99.2% | $114+0.7% |