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 | $4,946 |
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 | $89,181 | $44,059+102.4% | $71,671+24.4% | $69,631+28.1% |
| Participation rate | 33.5% | 60.8%-27.3pp | 68.7%-35.3pp | 70.7%-37.2pp |
| Annual return | 17.68% | 21.97%-4.3pp | 20.65%-3.0pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $637 | $1,305-51.2% | $2,460-74.1% | $2,032-68.6% |
| Participant deferral / active EE | $2,443 | $2,370+3.1% | $3,438-28.9% | $3,224-24.2% |
| Admin fee / account holder | $45 | $108-58.7% | $5,558-99.2% | $110-59.7% |