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 7-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 35-0145825 | Loan Processing | $27,022 |
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 | $42,200 | $73,638-42.7% | $95,952-56.0% | $73,488-42.6% |
| Participation rate | 46.6% | 76.2%-29.6pp | 77.1%-30.5pp | 70.7%-24.1pp |
| Annual return | 16.31% | 16.78%-0.5pp | 91.61%-75.3pp | 28.51%-12.2pp |
| Employer contribution / active EE | $714 | $1,863-61.7% | $2,541-71.9% | $2,270-68.6% |
| Participant deferral / active EE | $2,124 | $3,617-41.3% | $4,167-49.0% | $3,740-43.2% |
| Admin fee / account holder | $39 | $482-91.8% | $6,795-99.4% | $513-92.3% |