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 9-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 | $11,933 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $44,925 | $167,483-73.2% | $115,752-61.2% | $147,584-69.6% |
| Participation rate | 76.5% | 81.7%-5.3pp | 77.8%-1.3pp | 82.8%-6.4pp |
| Annual return | 17.68% | 12.11%+5.6pp | 19.41%-1.7pp | 578.55%-560.9pp |
| Employer contribution / active EE | $47 | $4,960-99.0% | $3,492-98.6% | $4,876-99.0% |
| Participant deferral / active EE | $9,740 | $7,037+38.4% | $5,204+87.2% | $5,439+79.1% |
| Admin fee / account holder | $127 | $13,069-99.0% | $6,278-98.0% | $10,885-98.8% |