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 | $11,475 |
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 | $87,312 | $73,638+18.6% | $95,952-9.0% | $73,488+18.8% |
| Participation rate | 57.9% | 76.2%-18.2pp | 77.1%-19.2pp | 70.7%-12.8pp |
| Annual return | 20.35% | 16.78%+3.6pp | 91.61%-71.3pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,853 | $1,863-0.5% | $2,541-27.1% | $2,270-18.4% |
| Participant deferral / active EE | $3,646 | $3,617+0.8% | $4,167-12.5% | $3,740-2.5% |
| Admin fee / account holder | $79 | $482-83.6% | $6,795-98.8% | $513-84.5% |