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 8-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 | $4,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $105,400 | $65,376+61.2% | $87,100+21.0% | $65,185+61.7% |
| Participation rate | 64.1% | 75.3%-11.3pp | 76.9%-12.8pp | 70.2%-6.1pp |
| Annual return | 21.16% | 31.27%-10.1pp | 28.19%-7.0pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,434 | $1,822-21.3% | $2,521-43.1% | $2,177-34.1% |
| Participant deferral / active EE | $4,655 | $3,388+37.4% | $4,049+15.0% | $3,514+32.5% |
| Admin fee / account holder | $58 | $520-88.9% | $7,497-99.2% | $847-93.2% |