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 | $67,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $67,392 | $39,948+68.7% | $89,391-24.6% | $73,409-8.2% |
| Participation rate | 40.9% | 50.4%-9.6pp | 68.0%-27.1pp | 72.2%-31.3pp |
| Annual return | 14.13% | 50.12%-36.0pp | 245.62%-231.5pp | 59.29%-45.2pp |
| Employer contribution / active EE | $901 | $1,200-24.9% | $2,586-65.2% | $2,234-59.7% |
| Participant deferral / active EE | $4,680 | $2,193+113.4% | $3,890+20.3% | $3,805+23.0% |
| Admin fee / account holder | $95 | $134-29.2% | $4,881-98.1% | $158-39.8% |