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 | $775 |
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 | $79,752 | $70,908+12.5% | $98,907-19.4% | $73,488+8.5% |
| Participation rate | 43.0% | 73.8%-30.8pp | 76.0%-33.1pp | 70.7%-27.7pp |
| Annual return | 15.02% | 34.17%-19.2pp | 196.43%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,175 | $2,036-42.3% | $2,689-56.3% | $2,270-48.3% |
| Participant deferral / active EE | $3,311 | $3,500-5.4% | $4,244-22.0% | $3,740-11.5% |
| Admin fee / account holder | $7 | $535-98.7% | $6,642-99.9% | $513-98.6% |