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 | $2,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $60,097 | $63,299-5.1% | $91,001-34.0% | $62,292-3.5% |
| Participation rate | 53.5% | 73.3%-19.9pp | 75.6%-22.1pp | 69.5%-16.1pp |
| Annual return | 18.99% | 20.99%-2.0pp | 4.60%+14.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,280 | $1,807-29.2% | $2,456-47.9% | $2,042-37.3% |
| Participant deferral / active EE | $2,174 | $2,943-26.1% | $3,547-38.7% | $3,169-31.4% |
| Admin fee / account holder | $33 | $468-92.9% | $5,417-99.4% | $479-93.0% |