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 | $6,375 |
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 | $97,439 | $78,781+23.7% | $100,516-3.1% | $73,409+32.7% |
| Participation rate | 49.3% | 80.0%-30.7pp | 79.4%-30.1pp | 72.2%-22.8pp |
| Annual return | 20.33% | 31.69%-11.4pp | 30.89%-10.6pp | 59.29%-39.0pp |
| Employer contribution / active EE | $224 | $2,420-90.7% | $3,418-93.4% | $2,234-90.0% |
| Participant deferral / active EE | $3,116 | $6,537-52.3% | $6,270-50.3% | $3,805-18.1% |
| Admin fee / account holder | $16 | $145-88.8% | $8,081-99.8% | $158-89.6% |