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 04-2647786 | Loan Processing | $906 |
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 | $41,424 | $28,109+47.4% | $71,086-41.7% | $56,287-26.4% |
| Participation rate | 33.8% | 40.4%-6.6pp | 54.7%-20.9pp | 69.9%-36.1pp |
| Annual return | -4.66% | -615.05%+610.4pp | 650.59%-655.3pp | -9.96%+5.3pp |
| Employer contribution / active EE | $140 | $558-74.9% | $1,088-87.1% | $2,111-93.4% |
| Participant deferral / active EE | $1,283 | $1,116+15.0% | $1,874-31.6% | $3,350-61.7% |
| Admin fee / account holder | $10 | $585-98.3% | $3,082-99.7% | $521-98.1% |