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 | $2,063 |
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 | $44,553 | $73,404-39.3% | $87,100-48.8% | $67,579-34.1% |
| Participation rate | 46.7% | 80.9%-34.2pp | 76.9%-30.2pp | 71.3%-24.6pp |
| Annual return | 23.82% | 48.29%-24.5pp | 28.19%-4.4pp | 378.56%-354.7pp |
| Employer contribution / active EE | $834 | $2,014-58.6% | $2,521-66.9% | $2,148-61.2% |
| Participant deferral / active EE | $2,016 | $3,913-48.5% | $4,049-50.2% | $3,539-43.0% |
| Admin fee / account holder | $28 | $142-80.1% | $7,497-99.6% | $142-80.2% |