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 | $4,091 |
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 | $81,785 | $39,819+105.4% | $67,834+20.6% | $57,658+41.8% |
| Participation rate | 35.2% | 61.2%-26.1pp | 68.8%-33.6pp | 70.2%-35.1pp |
| Annual return | 6.91% | 9.19%-2.3pp | 138.47%-131.6pp | 5.13%+1.8pp |
| Employer contribution / active EE | $773 | $1,277-39.5% | $2,403-67.9% | $1,974-60.9% |
| Participant deferral / active EE | $2,569 | $2,209+16.3% | $3,160-18.7% | $3,061-16.1% |
| Admin fee / account holder | $37 | $84-55.9% | $4,622-99.2% | $95-61.0% |