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 | $12,967 |
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 | $36,473 | $55,449-34.2% | $83,848-56.5% | $56,287-35.2% |
| Participation rate | 37.0% | 68.0%-31.0pp | 76.1%-39.1pp | 69.9%-32.8pp |
| Annual return | -6.20% | -1.38%-4.8pp | 850.88%-857.1pp | -9.96%+3.8pp |
| Employer contribution / active EE | $114 | $2,430-95.3% | $3,631-96.9% | $2,111-94.6% |
| Participant deferral / active EE | $1,383 | $2,935-52.9% | $4,082-66.1% | $3,350-58.7% |
| Admin fee / account holder | $53 | $656-91.9% | $5,478-99.0% | $521-89.8% |