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 | $725 |
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 | $60,032 | $62,132-3.4% | $185,823-67.7% | $73,488-18.3% |
| Participation rate | 62.4% | 67.8%-5.4pp | 78.0%-15.6pp | 70.7%-8.3pp |
| Annual return | 23.50% | 20.44%+3.1pp | 35.95%-12.5pp | 28.51%-5.0pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,076 | $3,711+63.7% | $5,632+7.9% | $3,740+62.5% |
| Admin fee / account holder | $5 | $419-98.8% | $9,500-99.9% | $513-99.0% |