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 | $2,501 |
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 | $130,517 | $80,530+62.1% | $90,281+44.6% | - |
| Participation rate | 49.5% | 58.0%-8.5pp | 73.3%-23.8pp | - |
| Annual return | 23.46% | 36.03%-12.6pp | 78.10%-54.6pp | - |
| Employer contribution / active EE | $10 | $1,117-99.1% | $2,854-99.6% | - |
| Participant deferral / active EE | $4,180 | $2,324+79.9% | $3,885+7.6% | - |
| Admin fee / account holder | $38 | $3,788-99.0% | $5,351-99.3% | - |