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 35-0145825 | Loan Processing | $12,402 |
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 | $29,901 | $58,726-49.1% | $92,233-67.6% | $62,292-52.0% |
| Participation rate | 40.9% | 68.3%-27.5pp | 76.5%-35.6pp | 69.5%-28.6pp |
| Annual return | 14.14% | 43.62%-29.5pp | 176.28%-162.1pp | 28.90%-14.8pp |
| Employer contribution / active EE | $166 | $2,392-93.0% | $3,679-95.5% | $2,042-91.9% |
| Participant deferral / active EE | $1,277 | $2,766-53.8% | $3,897-67.2% | $3,169-59.7% |
| Admin fee / account holder | $34 | $556-93.9% | $5,194-99.3% | $479-92.9% |