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 | $2,125 |
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 | $54,455 | $80,753-32.6% | $136,294-60.0% | $62,292-12.6% |
| Participation rate | 44.7% | 73.5%-28.9pp | 81.9%-37.3pp | 69.5%-24.8pp |
| Annual return | 17.42% | 35.83%-18.4pp | 5155.94%-5138.5pp | 28.90%-11.5pp |
| Employer contribution / active EE | $897 | $2,884-68.9% | $4,695-80.9% | $2,042-56.1% |
| Participant deferral / active EE | $2,954 | $5,164-42.8% | $6,247-52.7% | $3,169-6.8% |
| Admin fee / account holder | $18 | $525-96.5% | $9,243-99.8% | $479-96.1% |