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 | $1,484 |
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 | $63,759 | $56,629+12.6% | $77,999-18.3% | $55,167+15.6% |
| Participation rate | 50.0% | 73.3%-23.3pp | 75.5%-25.5pp | 69.0%-19.0pp |
| Annual return | 6.98% | 2866.98%-2860.0pp | 425.96%-419.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $855 | $1,723-50.4% | $2,470-65.4% | $1,963-56.4% |
| Participant deferral / active EE | $2,312 | $2,777-16.7% | $3,497-33.9% | $3,054-24.3% |
| Admin fee / account holder | $23 | $467-95.0% | $5,480-99.6% | $504-95.4% |