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 | $1,200 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,418 | $56,972-8.0% | $182,532-71.3% | $65,185-19.6% |
| Participation rate | 55.0% | 66.5%-11.6pp | 78.0%-23.0pp | 70.2%-15.2pp |
| Annual return | 29.67% | 27.67%+2.0pp | 148.54%-118.9pp | 29.38%+0.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $4,076-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,442 | $3,526+54.3% | $5,524-1.5% | $3,514+54.9% |
| Admin fee / account holder | $10 | $528-98.1% | $8,592-99.9% | $847-98.8% |