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 | $4,044 |
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 | $81,151 | $42,546+90.7% | $71,796+13.0% | $55,167+47.1% |
| Participation rate | 55.8% | 59.1%-3.4pp | 69.1%-13.4pp | 69.0%-13.2pp |
| Annual return | 6.01% | 12.36%-6.3pp | 78.04%-72.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $677 | $803-15.7% | $1,924-64.8% | $1,963-65.5% |
| Participant deferral / active EE | $2,463 | $2,064+19.3% | $2,794-11.8% | $3,054-19.3% |
| Admin fee / account holder | $29 | $650-95.6% | $4,815-99.4% | $504-94.3% |