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 | $6,372 |
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 | $55,816 | $62,543-10.8% | $83,333-33.0% | $55,725+0.2% |
| Participation rate | 44.2% | 78.4%-34.1pp | 77.8%-33.5pp | 70.9%-26.6pp |
| Annual return | -3.63% | 14.85%-18.5pp | 10.63%-14.3pp | 244.93%-248.6pp |
| Employer contribution / active EE | $216 | $2,427-91.1% | $3,379-93.6% | $2,078-89.6% |
| Participant deferral / active EE | $2,518 | $5,682-55.7% | $5,565-54.8% | $3,356-25.0% |
| Admin fee / account holder | $13 | $103-87.5% | $7,510-99.8% | $115-88.8% |