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 | $3,800 |
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 | $26,836 | $57,103-53.0% | $87,507-69.3% | $57,658-53.5% |
| Participation rate | 52.4% | 64.3%-11.9pp | 73.8%-21.5pp | 70.2%-17.8pp |
| Annual return | 7.20% | 12.71%-5.5pp | 12.21%-5.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $0 | $1,107-100.0% | $2,550-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,413 | $2,250+51.7% | $3,149+8.4% | $3,061+11.5% |
| Admin fee / account holder | $7 | $281-97.5% | $4,221-99.8% | $95-92.7% |