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 | $3,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,095 | $45,152+77.4% | $73,843+8.5% | $59,632+34.3% |
| Participation rate | 55.3% | 64.0%-8.7pp | 73.4%-18.1pp | 68.7%-13.4pp |
| Annual return | -0.29% | 27.40%-27.7pp | 2267.84%-2268.1pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,346 | $2,574+30.0% | $3,583-6.6% | $3,192+4.8% |
| Admin fee / account holder | $43 | $3,516-98.8% | $4,880-99.1% | $4,297-99.0% |