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 | $3,829 |
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 | $78,129 | $39,458+98.0% | $60,547+29.0% | $55,191+41.6% |
| Participation rate | 37.2% | 59.6%-22.4pp | 68.0%-30.8pp | 69.2%-32.0pp |
| Annual return | 0.47% | 3.35%-2.9pp | 335.64%-335.2pp | 10.78%-10.3pp |
| Employer contribution / active EE | $812 | $1,210-32.9% | $2,419-66.4% | $1,899-57.2% |
| Participant deferral / active EE | $2,668 | $2,140+24.6% | $3,328-19.8% | $3,046-12.4% |
| Admin fee / account holder | $29 | $95-69.6% | $4,536-99.4% | $91-68.2% |