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 | $13,058 |
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 | $55,514 | $69,362-20.0% | $101,248-45.2% | $73,488-24.5% |
| Participation rate | 41.7% | 68.4%-26.7pp | 75.8%-34.1pp | 70.7%-29.0pp |
| Annual return | 16.06% | 18.46%-2.4pp | 46.47%-30.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $109 | $2,628-95.8% | $3,660-97.0% | $2,270-95.2% |
| Participant deferral / active EE | $1,626 | $3,300-50.7% | $4,370-62.8% | $3,740-56.5% |
| Admin fee / account holder | $77 | $704-89.0% | $5,945-98.7% | $513-85.0% |